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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2018-11-19
  • WI RA
    APPROVED
    Since 2018-11-19

Branch Locations

4890 Owen Ayres Court Suite 102, Eau Claire, WI 54701 • United States

Chippewa Falls, WI • 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
Orgel Wealth Management Altoona WI 10/2013 08/2017
Baird Eau Claire WI 12/2017 Present
None Chippewa Falls WI 08/2017 12/2017
  • 10/2013 → 08/2017
    Orgel Wealth Management
    Altoona, WI
  • 12/2017 → Present
    Baird
    Eau Claire, WI
  • 08/2017 → 12/2017
    None
    Chippewa Falls, WI
Previous Registrations
Other Businesses

Name/Address: Capital Properties 2451 113th St Chippewa Falls WI 54729 Start date: 4/2019 Hours spent: 2-4 hours/month Hours spent during trading Hours: Zero Role/Responsibility: Property Owner. Rental Property Non Investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-16
  • S66 Uniform Combined State Law Examination
    2018-11-16
Other Names
  • Amy Fowler
  • Amy Elizabeth Fowler
  • Amy Elizabeth Lofgren
  • Amy Elizabeth Lofgren

View on SEC IAPD

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