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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
MI RA APPROVED 2025-05-21
WI RA APPROVED 2022-06-05
  • MI RA
    APPROVED
    Since 2025-05-21
  • WI RA
    APPROVED
    Since 2022-06-05

Branch Locations

Williamsburg, MI • United States

777 E. Wisconsin Avenue, Milwaukee, WI 53202 • 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
Baird Grand Rapids MI 03/2019 Present
Saskatoon Golf Club Alto MI 05/2017 Present
Thornapple Pointe Golf Club Forest Hills MI 05/2017 08/2017
Under Armour Byron Center MI 07/2015 05/2017
Baird Grand Rapids MI 05/2018 08/2018
  • 03/2019 → Present
    Baird
    Grand Rapids, MI
  • 05/2017 → Present
    Saskatoon Golf Club
    Alto, MI
  • 05/2017 → 08/2017
    Thornapple Pointe Golf Club
    Forest Hills, MI
  • 07/2015 → 05/2017
    Under Armour
    Byron Center, MI
  • 05/2018 → 08/2018
    Baird
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-04
  • S66 Uniform Combined State Law Examination
    2022-06-04

View on SEC IAPD

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