Robert Thomas Crawford

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1998 → Present
  Hilliard Lyons
  Bowling Green, KY
• 09/1998 → Present
  J.J.B. Hilliard, W.L. Lyons, Inc.
  Bowling Green, KY
• 10/2019 → Present
  Robert W. Baird & Co. Incorporated
  Elizabethtown, KY

Previous Registrations

• 2004-01-07 → 2019-10-18
  J.J.B. Hilliard, W.L. Lyons, Llc
  Bowling Green, KY
  Hodgenville, KY
  Leitchfield, KY
  Bowling Green, KY
  Bowling Green, KY
  Elizabethtown, KY

Other Businesses

1)City of Leitchfield Utilities Commission 314 West White Oak Street Leitchfield KY 42754 APPOINTED BY MAYOR OF LEITCHFIELD TO SERVE AS MEMBER OF LEITCHFIELD UTILITIES COMMISSION. EFFECTIVE 05/02/2002 Hours spent: 2 hours/month Hours spent during trading hours: 1 hour/month Role/Responsibility: Chairman of city utilities commission that is over water, wastewater, and natural gas operations for Leitchfield KY Non Investment related 2) EXECUTOR OF FATHERS ESTATE, START DATE 06/05/2019, DISTRIBUTR ASSETS ACCORDING TO THE WILL, 2 HRS/MO, 1 HR/MO TRADING 3) Name/Address: Leitchfield/Grayson Co. Industrial Development Corp. 425 South Main Street Leitchfield KY 42754 Start date: 5/1/00 Hours spent: 0-1 hours/month Hours spent during trading hours: Zero Role/Responsibility: I am Secretary/Treasurer of the organization. Non Investment related 4) Name/Address: Parkland Manor Inc 101 N Main Street Leitchfield KY 42754 Start date: 7/1/03 Hours spent: 0-2 hours/month Hours spent during trading hours: Zero Role/Responsibility: Board Member Non Investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-07
• S63 Uniform Securities Agent State Law Examination
  1998-12-11