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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-14 |
| VA | RA | APPROVED | 2015-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Lynchburg | VA | 07/2015 | Present |
Name/Address: Friends of the Lynchburg Public Library, 2315 Memorial Ave Lynchburg VA 24501 Start date: 7/1/20 Hours spent: 0-2/month Hours spent during trading hours: Zero Role/Responsibility: A Trustee of the endowment fund of the Friends of the Lynchburg Public Library with authority to manage and control the funds and property comprising The Friends of the Lynchburg Public Library Endowment Fund. Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-28 |
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