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Cynthia Marie Schoen

Robert W. Baird & Co. Incorporated

Green Bay, WI

CRD 5993597

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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
FL RA APPROVED 2023-01-26
WI RA APPROVED 2020-06-16
  • FL RA
    APPROVED
    Since 2023-01-26
  • WI RA
    APPROVED
    Since 2020-06-16

Branch Locations

440 South Washington, Green Bay, WI 54301 • 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 Green Bay WI 06/2014 Present
  • 06/2014 → Present
    Robert W. Baird
    Green Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-24
S63 Uniform Securities Agent State Law Examination 2011-11-30
  • S65 Uniform Investment Adviser Law Examination
    2022-10-24
  • S63 Uniform Securities Agent State Law Examination
    2011-11-30
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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ONELEGACY ADVISORS, LLC

Nearby Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI

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