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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:

Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-26
TX RA APPROVED_RES 2023-01-12
WI RA APPROVED 2013-11-13
  • FL RA
    APPROVED
    Since 2023-01-26
  • TX RA
    APPROVED_RES
    Since 2023-01-12
  • WI RA
    APPROVED
    Since 2013-11-13

Branch Locations

Greenfield, WI • United States

1700 Silverbrook Drive; Second Floor, West Bend, WI 53095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robert W Baird & Co. Inc Milwaukee WI 05/2008 Present
  • 05/2008 → Present
    Robert W Baird & Co. Inc
    Milwaukee, WI
Other Businesses

Name/Address: Senior Citizens Activities Inc- SCAI, 2378 W Washington st, West Bend, WI 53095 Start Date: Jan 08, 2026 Hours Spent: 1-5 hours per month; During Trading Hours: 1-2 per month Role: President Not Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-12
  • S66 Uniform Combined State Law Examination
    2013-11-12

View on SEC IAPD

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