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Jeremy Alan Ellis

Campbell Newman Asset Management Inc

Milwaukee, WI

CRD 5964259

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Employer firm

Campbell Newman Asset Management Inc CRD 107003

$1.44B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • PROVIDE MODEL PORTFOLIO SERVICES TO FINANCIAL FIRMS

From the firm’s Form ADV. Read the guides:

Current Employers
Campbell Newman Asset Management Inc

330 East Kilbourn Avenue Suite 1125, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-02-24
  • WI RA
    APPROVED
    Since 2021-02-24

Branch Locations

330 East Kilbourn Avenue Suite 1125, Milwaukee, WI 53202 • 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
Robert W. Baird & Co. Incorporated Milwaukee WI 10/2015 02/2021
Campbell Newman Asset Management, Inc. Milwaukee WI 02/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-01
  • S66 Uniform Combined State Law Examination
    2016-09-01
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC

Nearby Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON

Nearby Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI

More in Milwaukee, WI

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