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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| KY | RA | APPROVED | 2020-07-23 |
Branch Locations
4730 Village Square Drive Suite 110, Paducah, KY 42001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodmen Financial Services, Inc. | Omaha | NE | 08/2007 | 07/2020 |
| Woodmen Of The World Life Insurance Society | Omaha | NE | 07/2007 | 07/2020 |
| Robert W. Baird | Milwaukee | WI | 07/2020 | Present |
Name/Address: Pittman Farms / 1774 LaCenter Rd, LaCenter, KY 42056 Start Date: December 2016 Hours Spent: 0-3 hours/month Hours Spent During Trading: 0-3 hours/month Role/Responsibility: Owner Non Investment Related Name and Address: Ballard Telephone Corporation 159 W 2nd St LaCenter Kentucky 42056 Start Date: 10/1/2020 Hours Spent: 0-2 hours/month Hours Spent during trading hours: Zero Role/Responsibility: Co-Op Board Member Non Investment Related Name and Address: Rental Property 1774 LaCenter Rd LaCenter KY 42056 Start Date: 08/20 Hours Spent: 0-2 hours/month Hours Spent during trading hours: Zero Role/Responsibility: Owner/Landlord Non Investment Related Name/Address: Snow Farm LLC / 6 Hickory Hill, Paducah, KY 42001 Start Date: 1/29/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Passive Member Non Investment Related Name/Address: Riverfront Rentals LLC / 1774 LaCenter Rd, LaCenter, KY 42056 Start Date: 2/16/24 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: sole member with spouse to buy portable building contracts Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-06 |
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