Best Investors Account Sign in
Inactive

Alison Elizabeth Couch

Robert W. Baird & Co. Incorporated

Brookfield, WI

Milwaukee, WI

CRD 7222655

Claim This Profile
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
WI RA APPROVED 2024-06-07
  • WI RA
    APPROVED
    Since 2024-06-07

Branch Locations

Brookfield, WI • 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
Heck Capital Advisors, Llc Rhinelander WI 10/2019 06/2024
Aflac Madison WI 06/2013 10/2019
Baird Milwaukee WI 06/2024 Present
  • 10/2019 → 06/2024
    Heck Capital Advisors, Llc
    Rhinelander, WI
  • 06/2013 → 10/2019
    Aflac
    Madison, WI
  • 06/2024 → Present
    Baird
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-28
  • S65 Uniform Investment Adviser Law Examination
    2020-08-28
Other Names
  • Alison Purko
  • Alison Elizabeth Purko
  • Alison Elizabeth Couch
  • Alison E Couch

View on SEC IAPD

More in Brookfield, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor