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Ryan John Lundeen

Robert W. Baird & Co. Incorporated

Milwaukee, WI

Waukesha, 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
WI RA APPROVED 2026-06-01
  • WI RA
    APPROVED
    Since 2026-06-01

Branch Locations

777 East Wisconsin Ave, Milwaukee, WI 53202 • United States

Waukesha, WI • 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
Jp Morgan Securities Llc Appleton WI 03/2015 03/2021
Jpmorgan Chase Bank Appleton WI 03/2015 01/2017
Tripoli Country Club Milwaukee WI 08/2016 03/2017
Jpmorgan Chase Bank, Na Milwaukee WI 01/2017 03/2021
Annex Wealth Management, Llc Elm Grove WI 03/2021 03/2023
Ellenbecker Investment Group, Inc. Pewaukee WI 04/2023 02/2025
Unemployed Waukesha WI 02/2025 06/2025
Baird Milwaukee WI 06/2025 Present
  • 03/2015 → 03/2021
    Jp Morgan Securities Llc
    Appleton, WI
  • 03/2015 → 01/2017
    Jpmorgan Chase Bank
    Appleton, WI
  • 08/2016 → 03/2017
    Tripoli Country Club
    Milwaukee, WI
  • 01/2017 → 03/2021
    Jpmorgan Chase Bank, Na
    Milwaukee, WI
  • 03/2021 → 03/2023
    Annex Wealth Management, Llc
    Elm Grove, WI
  • 04/2023 → 02/2025
    Ellenbecker Investment Group, Inc.
    Pewaukee, WI
  • 02/2025 → 06/2025
    Unemployed
    Waukesha, WI
  • 06/2025 → Present
    Baird
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-01
S63 Uniform Securities Agent State Law Examination 2015-05-14
  • S66 Uniform Combined State Law Examination
    2026-06-01
  • S63 Uniform Securities Agent State Law Examination
    2015-05-14
Designations
Other Names
  • Ryan J Lundeen

View on SEC IAPD

Other Firms

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC · MILWAUKEE, WI

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