Lauren M Post

Robert W. Baird & Co. Incorporated

CRD 7047325

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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

Authority	Category	Status	Date
IL	RA	APPROVED	2025-09-19
FL	RA	APPROVED	2023-07-20
TX	RA	APPROVED	2020-02-13
WI	RA	APPROVED	2019-04-16

IL RA
APPROVED

Since 2025-09-19
FL RA
APPROVED

Since 2023-07-20
TX RA
APPROVED

Since 2020-02-13
WI RA
APPROVED

Since 2019-04-16

Branch Locations

Evanston, IL • United States

Milwaukee, WI • United States

N17 W24222 Riverwood Dr. Ste 240, Waukesha, WI 53188 • 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

Organization	City	State	From	To
Baird	Milwaukee	WI	11/2018	Present
Fis	Brown Deer	WI	02/2017	09/2018
Bmo Harris Bank	Milwaukee	WI	05/2014	02/2017

11/2018 → Present

Baird

Milwaukee, WI
02/2017 → 09/2018

Fis

Brown Deer, WI
05/2014 → 02/2017

Bmo Harris Bank

Milwaukee, WI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-04-15

S66 Uniform Combined State Law Examination

2019-04-15

Designations

Certified Financial Planner

View on SEC IAPD

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