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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
FL RA APPROVED 2023-09-01
TX RA APPROVED 2021-09-08
KY RA APPROVED 2021-07-12
  • FL RA
    APPROVED
    Since 2023-09-01
  • TX RA
    APPROVED
    Since 2021-09-08
  • KY RA
    APPROVED
    Since 2021-07-12

Branch Locations

Lexington, KY • United States

100 W Main St Suite 500, Lexington, KY 40507 • 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
Pandora Media, Inc. Oakland CA 09/2010 04/2018
Blend Labs, Inc. San Francisco CA 05/2018 02/2020
Tempur-Sealy, Inc. Lexington KY 03/2020 03/2021
R.W. Baird Lexington KY 04/2021 Present
  • 09/2010 → 04/2018
    Pandora Media, Inc.
    Oakland, CA
  • 05/2018 → 02/2020
    Blend Labs, Inc.
    San Francisco, CA
  • 03/2020 → 03/2021
    Tempur-Sealy, Inc.
    Lexington, KY
  • 04/2021 → Present
    R.W. Baird
    Lexington, KY
Other Businesses

Name/Address: Providence Montessori School 1208 Texaco Rd Lexington KY 40507 Start Date: 9/10/20 Hours Spent: 6-10 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Board President Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-07
  • S66 Uniform Combined State Law Examination
    2021-07-07
Other Names
  • Blair Burcham Coffman
  • Blair C Martin

View on SEC IAPD

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