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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
FL RA APPROVED 2022-06-14
WI RA APPROVED 2022-06-13
  • FL RA
    APPROVED
    Since 2022-06-14
  • WI RA
    APPROVED
    Since 2022-06-13

Branch Locations

St. Petersburg, FL • United States

777 East Wisconsin Ave, 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
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
  • 12/2018 → 03/2022
    Baird
    Milwaukee, WI
  • 10/2018 → 12/2018
    Icd Translation
    Brookfield, WI
  • 05/2016 → 06/2018
    Agenda Consulting
    Oxford
  • 09/2012 → 10/2016
    Oxford Brookes University
    Oxford
  • 06/2018 → 10/2018
    Extended Time Off
    Brookfield, WI
  • 03/2022 → 06/2022
    Palm Beach Gardens, FL
  • 06/2022 → Present
    Baird
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-02
  • S66 Uniform Combined State Law Examination
    2020-10-02
Other Names
  • Brittany L Krier
  • Brittany Leigh Krier

View on SEC IAPD

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