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Meredith Ann Weber

Robert W. Baird & Co. Incorporated

Racine, WI

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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-11-14
  • WI RA
    APPROVED
    Since 2022-11-14

Branch Locations

One Main St Ste 300, Racine, WI 53403 • 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
Lifetime Trusted Advisors Racine WI 11/2007 10/2021
Proequities, Inc Racine WI 09/2008 09/2020
Avantax Investment Services, Inc. Racine WI 09/2020 10/2021
Baird Racine WI 10/2021 Present
  • 11/2007 → 10/2021
    Lifetime Trusted Advisors
    Racine, WI
  • 09/2008 → 09/2020
    Proequities, Inc
    Racine, WI
  • 09/2020 → 10/2021
    Avantax Investment Services, Inc.
    Racine, WI
  • 10/2021 → Present
    Baird
    Racine, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-12
S63 Uniform Securities Agent State Law Examination 2010-12-17
  • S65 Uniform Investment Adviser Law Examination
    2022-11-12
  • S63 Uniform Securities Agent State Law Examination
    2010-12-17
Other Names
  • Meredith Ann Weber
  • Meredith A Weber

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Other Investors

CHRISTINA JANE PETERSON
Kevin J Newton
Darren C Dewing
LYNNE MARIE BLODGETT
JOEL WILLIAM BECK
Anne M Poisl
CHRISTOPHER ROBERT LEBERFING
MOIRA K. MORAN

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Racine, WI
JOHNSON WEALTH INC. · Racine, WI
AMERIPRISE FINANCIAL SERVICES, LLC · RACINE, WI
WELLS FARGO CLEARING SERVICES, LLC · RACINE, WI
LPL FINANCIAL LLC · RACINE, WI
EDWARD JONES · RACINE, WI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · RACINE, WI
CETERA INVESTMENT ADVISERS LLC · RACINE, WI

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