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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-11 |
| TX | RA | APPROVED_RES | 2025-04-10 |
| KY | RA | APPROVED | 2023-11-13 |
Branch Locations
4803 Olympia Park Plaza, 4Th Floor, Suite 4000, Louisville, KY 40241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Louisville | KY | 08/2015 | 04/2019 |
| Civitas, Llc | Louisville | KY | 04/2019 | 06/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Louisville | KY | 06/2020 | 11/2023 |
| Baird | Louisville | KY | 11/2023 | Present |
| Bank Of America, N.A. | Louisville | KY | 07/2020 | 11/2023 |
Civitas, LLC, and therefore Joseph McMahan is an investor in BioSIPs Inc., a Colorado based green construction materials company. The company holds patents for the manufacture of fiberboards using recycled organic materials. The initial investment was made in July 2010. Joseph McMahan devotes approximately 1 hour a month during non trading hours to the business which simply consists of periodic business update calls from the CEO. Joseph McMahan has no official duties with the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-29 |
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