Preston B Stary

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 03/2018
  Coldwell Banker Residential Brokerage
  Deerfield, IL
• 03/2018 → 08/2018
  Coldwell Banker Residential Brokerage
  Deerfield, IL
• 10/2018 → 04/2019
  Associated Bank
  Green Bay, WI
• 08/2019 → 08/2021
  Franklin Templeton
  St Petersburg, FL
• 08/2021 → 03/2022
  Franklin Templeton
  St Petersburg, FL
• 08/2016 → 05/2017
  Full-Time Education
  Peoria, IL
• 04/2019 → 08/2019
  Unemployed
  Bradenton, FL
• 08/2018 → 10/2018
  Unemployed
  Green Bay, WI
• 04/2022 → Present
  Baird
  Green Bay, WI
• 03/2022 → 04/2022
  Unemployed
  Green Bay, WI

Exams

• S66 Uniform Combined State Law Examination
  2022-12-05

Other Names

• Preston Blaine Stary