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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 2023-08-21
  • WI RA
    APPROVED
    Since 2023-08-21

Branch Locations

777 E. Wisconsin Avenue, Milwaukee, WI 53202 • 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
Waukesha State Bank Waukesha WI 11/2013 12/2016
Cetera Investment Services Llc St.CLoud MN 03/2016 12/2016
Edward Jones Saint Louis MO 01/2016 07/2019
Bmo Harris Financial Advisors, Inc. Brookfield WI 09/2019 10/2020
Bmo Harris Financial Advisors, Inc. Brookfield WI 05/2020 10/2020
Minnesota Life Insurance Company St Paul MN 11/2020 12/2021
Securian Financial Services Inc St Paul MN 11/2020 12/2021
Ironwood Drive Financial Group Milwaukee WI 11/2020 12/2021
Ameriprise Financial Services, Llc Oconomowoc WI 12/2021 05/2023
Baird Milwaukee WI 08/2023 Present
  • 11/2013 → 12/2016
    Waukesha State Bank
    Waukesha, WI
  • 03/2016 → 12/2016
    Cetera Investment Services Llc
    St.CLoud, MN
  • 01/2016 → 07/2019
    Saint Louis, MO
  • 09/2019 → 10/2020
    Bmo Harris Financial Advisors, Inc.
    Brookfield, WI
  • 05/2020 → 10/2020
    Bmo Harris Financial Advisors, Inc.
    Brookfield, WI
  • 11/2020 → 12/2021
    Minnesota Life Insurance Company
    St Paul, MN
  • 11/2020 → 12/2021
    Securian Financial Services Inc
    St Paul, MN
  • 11/2020 → 12/2021
    Ironwood Drive Financial Group
    Milwaukee, WI
  • 12/2021 → 05/2023
    Oconomowoc, WI
  • 08/2023 → Present
    Baird
    Milwaukee, WI
Previous Registrations
  • 2021-12-15 → 2023-05-30
    Oconomowoc, WI
  • 2020-11-10 → 2021-12-14
    Securian Financial Services, Inc.
    Milwaukee, WI
  • 2019-09-24 → 2020-10-30
    Bmo Harris Financial Advisors, Inc.
    Brookfield, WI
  • 2017-04-13 → 2019-08-07
    Brookfield, WI
    Waukesha, WI
    St Louis, MO
    Oconomowoc, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-10
S63 Uniform Securities Agent State Law Examination 2016-06-28
  • S66 Uniform Combined State Law Examination
    2017-02-10
  • S63 Uniform Securities Agent State Law Examination
    2016-06-28
Other Names
  • Aaron Koykkari
  • Aaron Kristopher Koykkari

View on SEC IAPD

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