Staci Eileen Allen

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2005 → 04/2018
  Anchor Bank
  Oshkosh, WI
• 10/2011 → 04/2018
  Lpl Financial Llc
  Oshkosh, WI
• 04/2018 → Present
  Robert W Baird & Co., Incorporated
  Green Bay, WI

Previous Registrations

• 2011-10-11 → 2018-05-07
  Lpl Financial Llc
  Oshkosh, WI
  Oshkosh, WI
  Berlin, WI
• 2007-07-25 → 2011-10-11
  Uvest Financial Services Group, Inc.
  Charlotte, NC
  Oshkosh, WI
  Oshkosh, WI
• 2007-01-04 → 2007-07-24
  Vision Asset Management Inc
  Oshkosh, WI

Other Businesses

Name/Address: Seint / 84 West 1470 South Ste 1, St. George, Utah 84770 Start Date: Mar 19, 2024 Hours Spent: 6-10 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Consultant Non Investment Name/Address: Oliveda / 2425 Olympic Blvd Suite 4000W, Santa Monica, CA 90404 Start Date: May 01, 2024 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Part time employment Non Investment Related Name/Address: RED ASPEN, 1575 W OVERLAND DRIVE, MERIDIAN, ID 83642 Start Date: 6/30/2026 Hours Spent: 0-3 per month; During Trading Hours: 0-3 per month Role/Responsibility: Affiliate Not Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2006-12-14

Other Names

• Staci Eileen Lewallen
• Staci Eileen Fisher
• Staci Fisher
• Staci Eileen Lewallen
• Staci Eileen Fisher
• Staci Eileen Lewallen