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Robert W. Baird & Co. Incorporated CRD 8158
$394B regulatory AUM 19,985 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-05 |
Branch Locations
601 West Riverside Suite 1710, Spokane, WA 99201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marcheso & Thew | Coeur D' Alene | ID | 06/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coeur D' Alene | ID | 03/2017 | 03/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2023 | 05/2024 |
| Spokane Teachers Credit Union | Spokane | WA | 03/2023 | 06/2024 |
| Robert W. Baird & Co. Incorporated | Spokane | WA | 06/2024 | Present |
NAME OF THE OTHER BUSINESS:A Bruse Art INVESTMENT- RELATED:No ADDRESS OF THE OTHER BUSINESS:Spokane, WA 99218 YOUR POSITION OR TITLE:Owner NATURE OF THE OTHER BUSINESS:Private Business START DATE:11/1/2015 APPROXIMATE NUMBER OF HOURS/MONTH:10 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Painting and selling artwork COMPENSATION :Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-29 |
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