Lindsey Marie Kabat

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

• 05/2009 → Present
  Robert W. Baird & Co.
  Green Bay, WI

Previous Registrations

• 2007-08-01 → 2009-05-28
  Citigroup Global Markets Inc.
  Green Bay, WI

Other Businesses

Name/Address: Cobblestone Creek Dining and Banquet 740 W Ryan St Hwy 10 Brillion WI 54110 Start Date: 9/1/14 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Restaurant Owner Non Investment Related Name/Address: Why Not Now Missions, Inc. 3540 Library Drive Cudahy WI 53110 Start date: 11/1/19 Hours spent: 1 hour/quarter Hours spent during trading Hours: Zero Role/Responsibility: Investment/Finance Committee: Oversight of annual non-profit activities and financials Investment related: Yes Name/Address: Optimist Club of Green Bay Foundation, Inc. PO Box 938 Green Bay WI 54305 Start Date: 1/17/18 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment / Finance Committee Non Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2007-08-14
• S63 Uniform Securities Agent State Law Examination
  2006-12-29

Other Names

• Lindsey Vogel
• Lindsey Marie Vogel