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Melissa Ann Barry

Robert W. Baird & Co. Incorporated

Green Bay, WI

CRD 4558133

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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:

Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-05
TX RA APPROVED_RES 2024-09-05
WI RA APPROVED 2024-09-04
  • FL RA
    APPROVED
    Since 2024-09-05
  • TX RA
    APPROVED_RES
    Since 2024-09-05
  • WI RA
    APPROVED
    Since 2024-09-04

Branch Locations

440 South Washington, Green Bay, WI 54301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robert W. Baird & Co, Inc. Milwaukee WI 07/2002 06/2023
Schaper, Benz & Wise Investment Counsel, Inc. Neenah WI 09/2023 08/2024
Robert W. Baird & Co, Inc. Green Bay WI 09/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-11
  • S66 Uniform Combined State Law Examination
    2008-03-11
Other Names
  • Melissa Ann Eckes
  • Melissa Ann Eckes

View on SEC IAPD

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