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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-03-31 |
| WI | RA | APPROVED | 2022-03-30 |
Branch Locations
Cincinnati, OH • United States
3805 Edwards Rd Suite 610, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S.A.S. Merchandising | Fond Du Lac | WI | 01/2017 | 12/2018 |
| University Of Wisconsin - La Crosse | La Crosse | WI | 09/2016 | 12/2019 |
| Jackson Kahl Insurance | Fond Du Lac | WI | 06/2019 | 08/2019 |
| Connect Search Llc | Fond Du Lac | WI | 10/2020 | 12/2020 |
| None | Fond Du Lac | WI | 01/2016 | 09/2016 |
| None | Fond Du Lac | WI | 01/2020 | 06/2020 |
| Ziegler Winery | Fond Du Lac | WI | 06/2020 | 03/2022 |
| More Than Money Investment Group Llc | Fond Du Lac | WI | 08/2021 | 03/2022 |
| Robert W. Baird | Cincinnati | OH | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-27 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-07 |
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