Susan Kathryn White

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

• 03/2020 → 05/2024
  Lincoln Investment
  Fort Washington, PA
• 08/2016 → 06/2017
  West Chester Area School District
  Exton, PA
• 06/2017 → 08/2017
  Sunny Hill Products
  West Chester, PA
• 08/2017 → 09/2017
  Coatesville Area School District
  Thorndale, PA
• 10/2017 → 01/2018
  Ccres
  Downingtown, PA
• 01/2018 → 06/2018
  Rose Tree Media School District
  Media, PA
• 08/2018 → 08/2020
  Tredyffrin-Easttown School District
  Wayne, PA
• 10/2018 → 12/2018
  Abogados Law Firm
  West Chester, PA
• 09/2020 → 08/2021
  Unionville-Chaddsford School District
  Kennett Square, PA
• 07/2018 → 07/2018
  Unemployed
  West Chester, PA
• 08/2025 → Present
  Baird
  Davenport, IA
• 06/2024 → 11/2024
  Midwest Climate Solutions
  Clinton, IA
• 12/2024 → 05/2025
  Unemployed
  Davenport, IA
• 06/2025 → 07/2025
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2025-06-16 → 2025-07-15
  Lincoln Investment
  Horsham, PA
• 2021-10-18 → 2024-06-04
  Lincoln Investment
  Wallingford, PA
  Horsham, PA
  Easley, SC
  West Chester, PA

Other Businesses

Small Steps Big Wins Podcast POSITION: Owner/Creator NATURE: Podcast-Self Improvement INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE:1/21/2023 ADDRESS: 2523 Bell Ave Davenport, IA 52803 DESCRIPTION: Interviewing people and post production.

Exams

• S66 Uniform Combined State Law Examination
  2021-10-08

Other Names

• Susan Kathryn Shalanca
• Susan Kathryn Saroka
• Susan Kathryn Saller
• Susan Kathryn Saller