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Jillian L Mcgann

Robert W. Baird & Co. Incorporated

Scottsdale, AZ

CRD 7062292

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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 2019-08-26
TX RA APPROVED 2019-08-23
AZ RA APPROVED 2019-08-19
  • FL RA
    APPROVED
    Since 2019-08-26
  • TX RA
    APPROVED
    Since 2019-08-23
  • AZ RA
    APPROVED
    Since 2019-08-19

Branch Locations

14648 N Scottsdale Rd Ste 175, Scottsdale, AZ 85254 • 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
Robert W. Baird Scottsdale AZ 01/2019 Present
Mcmaster-Carr Supply Company Santa Fe Springs CA 04/2013 12/2018
  • 01/2019 → Present
    Robert W. Baird
    Scottsdale, AZ
  • 04/2013 → 12/2018
    Mcmaster-Carr Supply Company
    Santa Fe Springs, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-16
  • S66 Uniform Combined State Law Examination
    2019-08-16

View on SEC IAPD

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