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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
AZ RA APPROVED 2022-10-21
CA RA APPROVED 2022-10-21
PA RA APPROVED 2022-10-21
TX RA APPROVED_RES 2022-10-21
  • AZ RA
    APPROVED
    Since 2022-10-21
  • CA RA
    APPROVED
    Since 2022-10-21
  • PA RA
    APPROVED
    Since 2022-10-21
  • TX RA
    APPROVED_RES
    Since 2022-10-21

Branch Locations

121 Champion Way Suite 200, Pittsburgh - South Hills, PA 15317 • 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
Hefren-Tillotson, Inc. Pittsburgh PA 01/2015 Present
Robert W. Baird & Co. Incorporated Canonsburg PA 10/2022 Present
Previous Registrations
  • 2015-09-02 → 2022-10-21
    Hefren-Tillotson, Inc.
    Canonsburg, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-02
  • S66 Uniform Combined State Law Examination
    2015-09-02
Other Names
  • Jamie Lyn Donaldson

View on SEC IAPD

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