Melissa Gail Mills

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

• 05/2016 → 12/2016
  Wells Fargo Advisors, Llc
  West Palm Beach, FL
• 12/2016 → Present
  Robert W. Baird
  West Palm Beach, FL

Previous Registrations

• 2016-05-20 → 2016-12-05
  Wells Fargo Clearing Services, Llc
  Palm Beach, FL
• 2015-06-05 → 2016-05-19
  Ameriprise Financial Services, Llc
  Palm Beach Gardens, FL
• 2007-05-18 → 2015-05-20
  Wells Fargo Clearing Services, Llc
  Palm Beach, FL
  Palm Beach, FL

Other Businesses

MARY KAY; NOT INV RELATED; WEST PALM BEACH, FL; COSMETICS DIRECT SALES; BEAUTY CONSULTANT; START 1/2009; 3 HOURS PER MONTH, 0 DURING TRADING; ORDERING MAKEUP AND BEAUTY SUPPLIES. Name and Address: Two Girls and A Bucket, LLC 6643 Emalyn Ct Lake Worth FL 33467 Start Date: 4/26/21 Hours Spent: 0-8 hours/month Hours Spent during trading hours: Zero Role/Responsibility: Employee of cleaning company Non Investment Related Name/Address: Rental Property 2443 Genessee Ave West Palm Beach FL 33409 Start Date: 3/1/19 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Owner/Landlord Non Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2006-12-18

Other Names

• Melissa Gail Legler