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Joshua B Slevin

Robert W. Baird & Co. Incorporated

Fargo, ND

Milwaukee, WI

CRD 6655549

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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
ND RA APPROVED 2026-07-08
WI RA APPROVED 2026-07-01
  • ND RA
    APPROVED
    Since 2026-07-08
  • WI RA
    APPROVED
    Since 2026-07-01

Branch Locations

Fargo, ND • United States

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
Robert W. Baird & Co. Incorporated Milwaukee WI 05/2016 01/2018
Unemployed Fargo ND 02/2018 05/2018
Office Sign Company Fargo ND 05/2018 08/2019
Stay At Home Dad Fargo ND 08/2019 12/2020
Northern Renewal And Cornerstone Handyman Llc Fargo ND 01/2021 11/2021
Unemployed Fargo ND 11/2021 12/2021
Robert W. Baird & Co. Incorporated Milwaukee WI 01/2022 04/2025
Fjell Capital, Llc Fargo ND 04/2025 03/2026
Robert W. Baird & Co. Incorporated Milwaukee WI 06/2026 Present
  • 05/2016 → 01/2018
    Robert W. Baird & Co. Incorporated
    Milwaukee, WI
  • 02/2018 → 05/2018
    Unemployed
    Fargo, ND
  • 05/2018 → 08/2019
    Office Sign Company
    Fargo, ND
  • 08/2019 → 12/2020
    Stay At Home Dad
    Fargo, ND
  • 01/2021 → 11/2021
    Northern Renewal And Cornerstone Handyman Llc
    Fargo, ND
  • 11/2021 → 12/2021
    Unemployed
    Fargo, ND
  • 01/2022 → 04/2025
    Robert W. Baird & Co. Incorporated
    Milwaukee, WI
  • 04/2025 → 03/2026
    Fjell Capital, Llc
    Fargo, ND
  • 06/2026 → Present
    Robert W. Baird & Co. Incorporated
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-03
  • S65 Uniform Investment Adviser Law Examination
    2025-06-03
Other Names
  • Joshua Brennan Slevin
  • Joshua Slevin

View on SEC IAPD

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