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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-20 |
| CO | RA | APPROVED | 2026-04-16 |
| DE | RA | APPROVED | 2026-04-16 |
| IN | RA | APPROVED | 2026-04-16 |
| OH | RA | APPROVED | 2026-04-16 |
| TX | RA | APPROVED | 2026-04-16 |
| WA | RA | APPROVED | 2026-04-16 |
Branch Locations
3815 River Crossing Parkway Suite 100, Indianapolis, IN 46240 • United States
8801 River Crossing Blvd Suite 120, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windsor Wealth Management | Indianapolis | IN | 03/2014 | 05/2019 |
| Goelzer Investment Management, Inc. | Indianapolis | IN | 06/2019 | 04/2026 |
| Robert W. Baird & Co. Incorporated | Indianapolis | IN | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-22 |
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