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Cristina Ann Phillips

Robert W. Baird & Co. Incorporated

Monroe, MI

Toledo, OH

CRD 6987927

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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 2024-07-09
OH RA APPROVED 2024-07-09
TX RA APPROVED 2024-07-09
  • MI RA
    APPROVED
    Since 2024-07-09
  • OH RA
    APPROVED
    Since 2024-07-09
  • TX RA
    APPROVED
    Since 2024-07-09

Branch Locations

Monroe, MI • United States

3439 Granite Circle Suite 300, Toledo, OH 43617 • 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
Wells Fargo Clearing Services, Llc Toledo OH 07/2018 07/2024
Bacarella & Associates, Pllc Monroe MI 01/2010 07/2018
Baird Toledo OH 07/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-22
  • S66 Uniform Combined State Law Examination
    2018-09-22
Other Names
  • Cristina Ann Bacarella
  • Cristina Phillips

View on SEC IAPD

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