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Matthew Michael Palm

Robert W. Baird & Co. Incorporated

Madison West, WI

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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-07
TX RA APPROVED 2024-03-12
WI RA APPROVED 2024-03-12
  • FL RA
    APPROVED
    Since 2024-06-07
  • TX RA
    APPROVED
    Since 2024-03-12
  • WI RA
    APPROVED
    Since 2024-03-12

Branch Locations

8000 Excelsior Dr Ste 302, Madison West, WI 53717 • 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
Ubs Financial Services Inc. Madison WI 02/2014 03/2024
Robert W Baird Madison WI 03/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-07
  • S66 Uniform Combined State Law Examination
    2013-06-07
Designations

View on SEC IAPD

Other Firms

FOCUS PARTNERS WEALTH, LLC
U.S. BANCORP ADVISORS, LLC
UMB FINANCIAL SERVICES, INC.
PARK AVENUE SECURITIES LLC
WISCONSIN CAPITAL MANAGEMENT, LLC
CMG WEALTH ADVISORS LLC
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC

Other Investors

JENNIFER GIESKE WOLFE
SHANNON KATHOLEEN DAVIDSON
JUNE HELENA BROWN
CHARLES C NEMECKAY
Tyler James Schroeder
Amy M Eppinger
MICHAEL G PALM
MEGAN LYNN MITBY

Other Offices

FOCUS PARTNERS WEALTH, LLC · Madison, WI
U.S. BANCORP ADVISORS, LLC · Madison, WI
UMB FINANCIAL SERVICES, INC. · Madison, WI
PARK AVENUE SECURITIES LLC · MADISON, WI
WISCONSIN CAPITAL MANAGEMENT, LLC · MADISON, WI
CMG WEALTH ADVISORS LLC · MADISON, WI
UBS FINANCIAL SERVICES INC. · MADISON, WI
LPL FINANCIAL LLC · MADISON, WI

More in Madison West, WI

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