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Courtney Lynn Justmann

Robert W. Baird & Co. Incorporated

Madison West, WI

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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 2024-03-12
  • WI RA
    APPROVED
    Since 2024-03-12

Branch Locations

8000 Excelsior Dr Ste 302, Madison West, WI 53717 • 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
Ubs Financial Services Inc Madison WI 08/2021 03/2024
Forward Management Inc Verona WI 06/2020 08/2021
Jmpva Virtual Services Cross Plains WI 05/2015 05/2020
Rw Baird Madison WI 03/2024 Present
  • 08/2021 → 03/2024
    Ubs Financial Services Inc
    Madison, WI
  • 06/2020 → 08/2021
    Forward Management Inc
    Verona, WI
  • 05/2015 → 05/2020
    Jmpva Virtual Services
    Cross Plains, WI
  • 03/2024 → Present
    Rw Baird
    Madison, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-08
  • S66 Uniform Combined State Law Examination
    2022-04-08
Other Names
  • Courtney Lynn Dahlk

View on SEC IAPD

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WISCONSIN CAPITAL MANAGEMENT, LLC
CMG WEALTH ADVISORS LLC
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC

Other Investors

JENNIFER GIESKE WOLFE
SHANNON KATHOLEEN DAVIDSON
JUNE HELENA BROWN
CHARLES C NEMECKAY
Tyler James Schroeder
Amy M Eppinger
MICHAEL G PALM
MEGAN LYNN MITBY

Other Offices

FOCUS PARTNERS WEALTH, LLC · Madison, WI
U.S. BANCORP ADVISORS, LLC · Madison, WI
UMB FINANCIAL SERVICES, INC. · Madison, WI
PARK AVENUE SECURITIES LLC · MADISON, WI
WISCONSIN CAPITAL MANAGEMENT, LLC · MADISON, WI
CMG WEALTH ADVISORS LLC · MADISON, WI
UBS FINANCIAL SERVICES INC. · MADISON, WI
LPL FINANCIAL LLC · MADISON, WI

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