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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
TX RA APPROVED 2025-01-16
MN RA APPROVED 2024-05-20
  • TX RA
    APPROVED
    Since 2025-01-16
  • MN RA
    APPROVED
    Since 2024-05-20

Branch Locations

Coon Rapids, MN • United States

30 E 7Th Street, Suite 2450, St Paul, MN 55101 • 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
Rw Baird Minnetonka MN 05/2019 Present
Bank Of America, N.A. Minneapolis, Mn MN 01/2015 05/2019
  • 05/2019 → Present
    Rw Baird
    Minnetonka, MN
  • 01/2015 → 05/2019
    Bank Of America, N.A.
    Minneapolis, Mn, MN
Previous Registrations
Other Businesses

Name/Address: Rental Property 3523 2 1/2 st NE Minneapolis MN 55418 Start Date: 2008 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Owner/Landlord Non Investment Related Name/Address: Rental Property Fieldorfa 4b/608 Opole Poland 45264 Start Date: 5/15/24 Hours Spent: 0-1 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Owner/Proprietor Non Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-17
  • S66 Uniform Combined State Law Examination
    2024-05-17
Other Names
  • Magdalena Ewa Hudec
  • Magdalena Ewa Zborowski

View on SEC IAPD

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