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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 2023-04-11
  • WI RA
    APPROVED
    Since 2023-04-11

Branch Locations

One Main St Ste 300, Racine, WI 53403 • 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 Racine WI 05/2022 Present
Professional Wealth Advisors Downers Grove IL 04/2022 05/2022
Planners Financial Group Milwaukee WI 06/2019 05/2022
Stir Crazy Brookfield WI 11/2016 07/2019
The Borgen Project Seattle WA 06/2017 09/2017
Jose's Blue Sombrero Brookfield WI 11/2015 11/2016
Carroll University Waukesha WI 08/2016 05/2018
Summerfest Milwaukee WI 07/2021 09/2021
View Mke Milwaukee WI 06/2018 09/2018
  • 05/2022 → Present
    Robert W. Baird
    Racine, WI
  • 04/2022 → 05/2022
    Professional Wealth Advisors
    Downers Grove, IL
  • 06/2019 → 05/2022
    Planners Financial Group
    Milwaukee, WI
  • 11/2016 → 07/2019
    Stir Crazy
    Brookfield, WI
  • 06/2017 → 09/2017
    The Borgen Project
    Seattle, WA
  • 11/2015 → 11/2016
    Jose's Blue Sombrero
    Brookfield, WI
  • 08/2016 → 05/2018
    Carroll University
    Waukesha, WI
  • 07/2021 → 09/2021
    Summerfest
    Milwaukee, WI
  • 06/2018 → 09/2018
    View Mke
    Milwaukee, WI
Other Businesses

Name/Address: Fluid Jiu Jitsu Mount Pleasant / 1122 S. Airline Rd, STE 102, Mt. Pleasant, WI 53406 Start Date: 06/13/2023 Hours Spent: 10+ Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Owner with Spouse and Father Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-11
  • S66 Uniform Combined State Law Examination
    2023-04-11
Other Names
  • Brittany Morgan Fitzgerald
  • Brittany Morgan Lee

View on SEC IAPD

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