Leah Mork

Robert W. Baird & Co. Incorporated

Madison West, WI

CRD 7986601

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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

Authority	Category	Status	Date
WI	RA	APPROVED	2025-06-11

WI RA
APPROVED

Since 2025-06-11

Branch Locations

Madison, WI • United States

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

Organization	City	State	From	To
Concordia College	Moorhead	MN	02/2019	05/2022
Courtyard By Marriott	Moorhead	MN	08/2022	01/2023
Bell Bank	Fargo	ND	07/2022	05/2023
Old National Bank	Madison	WI	06/2023	08/2024
Robert W. Baird And Co	Madison	WI	09/2024	Present
Full Time Student	Moorhead	MN	05/2008	02/2019

02/2019 → 05/2022

Concordia College

Moorhead, MN
08/2022 → 01/2023

Courtyard By Marriott

Moorhead, MN
07/2022 → 05/2023

Bell Bank

Fargo, ND
06/2023 → 08/2024

Old National Bank

Madison, WI
09/2024 → Present

Robert W. Baird And Co

Madison, WI
05/2008 → 02/2019

Full Time Student

Moorhead, MN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-10

S66 Uniform Combined State Law Examination

2025-06-10

View on SEC IAPD

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