Scott Charles Willms

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

• 08/2013 → 07/2017
  Robert W. Baird & Co
  Milwaukee, WI
• 07/2017 → 03/2019
  U.S. Bancorp Investments, Inc.
  West Allis, WI
• 03/2019 → Present
  Robert W. Baird & Co
  Milwaukee, WI

Previous Registrations

• 2017-07-24 → 2019-03-18
  U.S. Bancorp Investments, Inc.
  West Allis, WI
• 2014-02-28 → 2017-07-27
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
  Milwaukee, WI

Exams

• S66 Uniform Combined State Law Examination
  2014-02-27
• S63 Uniform Securities Agent State Law Examination
  2008-06-25

Other Names

• Scott Charles Willms
• Scott C Willms