Jill Elizabeth Bobinski

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

• 05/2004 → 12/2017
  Sii Investments
  Green Bay, WI
• 01/2018 → 08/2023
  Private Client Services
  Louisville, KY
• 08/2016 → 08/2023
  Nicolet Advisory Services, Llc
  Green Bay, WI
• 08/2023 → Present
  R.W. Baird
  Green Bay, WI

Previous Registrations

• 2018-10-26 → 2023-08-14
  Nicolet Wealth Management
  Green Bay, WI

Exams

• S66 Uniform Combined State Law Examination
  2004-11-23

Other Names

• Jill Elizabeth Stein