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Robert W. Baird & Co. Incorporated CRD 8158
$394B regulatory AUM 19,985 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-11 |
| WI | RA | APPROVED | 2019-10-07 |
Branch Locations
440 South Washington, Green Bay, WI 54301 • United States
De Pere, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Appleton | WI | 12/2013 | 03/2017 |
| Huntington National Bank | Appleton | WI | 03/2017 | 06/2019 |
| Baird | Green Bay | WI | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-01 |
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