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Coleman K Schindler

Robert W. Baird & Co. Incorporated

Traverse City, MI

Frankfort, MI

CRD 6990266

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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 2021-10-27
  • MI RA
    APPROVED
    Since 2021-10-27

Branch Locations

1001 Bay St, Traverse City, MI 49684 • United States

Frankfort, MI • 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
Crystal Down Country Club Frankfort MI 06/2010 02/2020
Baird Traverse City MI 05/2020 Present
  • 06/2010 → 02/2020
    Crystal Down Country Club
    Frankfort, MI
  • 05/2020 → Present
    Baird
    Traverse City, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-27
  • S66 Uniform Combined State Law Examination
    2021-10-27

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
UP NORTH FINANCIAL, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

DEBORAH ANN ALICE
Kevin Edwin Dunklow
BUZ EDWARD ZAMARRON

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · TRAVERSE CITY, MI
UP NORTH FINANCIAL, LLC · TRAVERSE CITY, MI
CHARLES SCHWAB & CO., INC. · Traverse City, MI

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