Jesse David Wagner

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

• 11/2014 → 02/2018
  Sii Investments Inc
  Appleton, WI
• 03/2018 → 09/2018
  Cetera Advisor Networks Llc
  El Segundo, CA
• 09/2018 → 09/2024
  Lpl Financial Llc
  Greenville, WI
• 09/2024 → Present
  Baird
  Milwaukee, WI

Previous Registrations

• 2018-10-17 → 2024-10-03
  Lpl Financial Llc
  Greenville, WI
  Greenville, WI
  Fort Mill, SC
  Boston, MA
• 2018-03-27 → 2018-09-24
  Cetera Wealth Services, Llc
  Greenville, WI
  El Segundo, CA
  Greenville, WI
• 2014-11-04 → 2018-02-20
  Sii Investments, Inc.
  Appleton, WI
• 2014-11-04 → 2018-02-20
  Investment Centers Of America, Inc.
  Appleton, WI
• 2013-10-07 → 2014-03-24
  Northwestern Mutual Investment Services, Llc
  Appleton, WI
• 2009-04-09 → 2013-09-06
  Sii Investments, Inc.
  Appleton, WI
• 2009-04-09 → 2013-09-06
  Investment Centers Of America, Inc.
  Appleton, WI

Exams

• S66 Uniform Combined State Law Examination
  2009-04-07

Other Names

• Jesse David Wagner
• Jesse Wagner