William Scott Schlofman

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

• 01/2021 → Present
  Robert W Baird & Co. Inc.
  Peoria, AZ
• 08/2020 → 12/2020
  Orca Health
  Sandy, UT
• 08/2020 → 11/2020
  Gabb Wireless
  Provo, UT
• 03/2020 → 07/2020
  Unemployed
  Peoria, AZ
• 01/2019 → 02/2020
  Hpwp Group
  Rome, GA
• 08/2007 → 02/2019
  Breg Inc
  Carlsbad, CA
• 12/2017 → Present
  Pressio, Llc.
  Reno, NV
• 11/2017 → 02/2018
  Axolotl Biologix, Inc
  Phoenix, AZ

Other Businesses

Pressio LLC Engaged as a partner Not investment related 401 Ryland St Suite 200-A, Reno, NV 89502 Focus on manufacturing and licensing our patented product Managing Partner Partner of the LLC Start date of December 2017 Devote 1-2 hours a week on Saturdays No business during trading hours I run the finances (no trading or investing), help with the marketing, designs and help with operations of the start-up company. Name/Address: Church of Jesus Christ of Latter-day Saints 9543 W Jomax Rd Peoria AZ 85383 Start Date: 4/16/23 Hours Spent: 10-12 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Bishop with Check Signing Authority Non Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2021-04-21

Other Names

• William S Schlofman