Lindsey R Casper

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 09/2016
  Northwestern Mutual
  Germantown, WI
• 05/2017 → 08/2017
  Robert W Baird
  Milwaukee, WI
• 01/2018 → 03/2019
  Robert W Baird
  Milwaukee, WI
• 08/2014 → 12/2017
  Concordia University Wisconsin
  Mequon, WI
• 09/2016 → 05/2017
  Concordia University Wisconsin
  Mequon, WI
• 04/2019 → Present
  Robert W Baird
  Madison, WI

Other Businesses

Name/Address: Leilani Flower Farm LLC / Madison WI 53703 Start Date: 4/15/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Self proprietor; Flower sales Non Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2018-05-25

Other Names

• Lindsey Rae Casper