Best Investors Account Sign in

Cory N. Curry

Robert W. Baird & Co. Incorporated

Villa Hills, KY

Fort Wright, KY

CRD 5371350

Claim This Profile
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 2019-07-23
TX RA APPROVED 2019-07-22
KY RA APPROVED 2016-08-25
OH RA APPROVED 2010-02-08
  • FL RA
    APPROVED
    Since 2019-07-23
  • TX RA
    APPROVED
    Since 2019-07-22
  • KY RA
    APPROVED
    Since 2016-08-25
  • OH RA
    APPROVED
    Since 2010-02-08

Branch Locations

Villa Hills, KY • United States

809 Wrights Summit Parkway Suite 310, Fort Wright, KY 41011 • 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. Incorporated Cincinnati OH 06/2007 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-04
  • S66 Uniform Combined State Law Examination
    2010-02-04
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Villa Hills, KY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor