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Robert W. Baird & Co. Incorporated CRD 8158
$394B regulatory AUM 19,985 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-13 |
| KY | RA | APPROVED | 2024-09-23 |
Branch Locations
233 E. Center St, Madisonville, KY 42431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilliard Lyons Trust Company | Louisville | KY | 07/2018 | 04/2019 |
| Baird Trust Company | Louisville | KY | 04/2019 | 08/2022 |
| Robert W. Baird Inc. | Louisville | KY | 08/2022 | Present |
| Lawrence E. Osterhage Psc | Louisville | KY | 10/2008 | 07/2018 |
LM Sugarbush LLC Non-Investment Related 321 North Garrison Hollow Road, Salem, Indiana 47167 Producer and Distributor of Pure Maple Syrup products LLC Member (1 of 4) Start date 10/1/2013 10 hours per month 0 hours per month during trading hours Farm produces pure maple syrup and related products. Family business since early 1980s. Manage wholesale customers, vendors, online orders. Blackman & Reisenbichler Non-Investment Related 321 North Garrison Hollow Road, Salem, Indiana 47167 Rental partnership created for LM Sugarbush LLC LLC rents real property from individual property owners (Emily Blackman, Robert Blackman, Jennifer Reisenbichler, and Nicholas Resisenbichler) Partner (1 of 4) Start date 10/1/2013 1 hour per month 0 hours per month during trading hours No duties. Created for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-23 |
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