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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 2021-11-10
  • WI RA
    APPROVED
    Since 2021-11-10

Branch Locations

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
Creighton University Omaha NE 08/2014 05/2018
Cyprium Partners Chicago IL 06/2017 08/2017
Red Cedar Capital Omaha NE 09/2017 01/2018
Cwm, Llc Omaha NE 08/2018 03/2021
Robert W. Baird & Co Milwaukee WI 03/2021 Present
  • 08/2014 → 05/2018
    Creighton University
    Omaha, NE
  • 06/2017 → 08/2017
    Cyprium Partners
    Chicago, IL
  • 09/2017 → 01/2018
    Red Cedar Capital
    Omaha, NE
  • 08/2018 → 03/2021
    Cwm, Llc
    Omaha, NE
  • 03/2021 → Present
    Robert W. Baird & Co
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-08-30
S65 Uniform Investment Adviser Law Examination 2018-12-06
  • S63 Uniform Securities Agent State Law Examination
    2021-08-30
  • S65 Uniform Investment Adviser Law Examination
    2018-12-06
Other Names
  • Bobby Schultz
  • Robert Schultz

View on SEC IAPD

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