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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-14 |
| WI | RA | APPROVED | 2022-06-13 |
Branch Locations
St. Petersburg, FL • United States
777 East Wisconsin Ave, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Milwaukee | WI | 12/2018 | 03/2022 |
| Icd Translation | Brookfield | WI | 10/2018 | 12/2018 |
| Agenda Consulting | Oxford | 05/2016 | 06/2018 | |
| Oxford Brookes University | Oxford | 09/2012 | 10/2016 | |
| Extended Time Off | Brookfield | WI | 06/2018 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 03/2022 | 06/2022 |
| Baird | Milwaukee | WI | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-02 |
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