Best Investors Account Sign in
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
IA RA APPROVED 2026-02-09
  • IA RA
    APPROVED
    Since 2026-02-09

Branch Locations

3626 Bridge Ave, Quad Cities, IA 52807 • 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
Baird Davenport IA 01/2025 Present
Up Management Rock Island IL 02/2015 05/2024
Unemployed Davenport IA 05/2024 01/2025
  • 01/2025 → Present
    Baird
    Davenport, IA
  • 02/2015 → 05/2024
    Up Management
    Rock Island, IL
  • 05/2024 → 01/2025
    Unemployed
    Davenport, IA
Other Businesses

Name/Address: Dobro Automotive , 220 Hidden Creek LN , North Aurora , IL 60542 Start Date: Jan 29, 2026 Hours Spent: 0-3 per month; During Trading Hours: 0-3 Role/Responsibility: Partner Not-Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-07
  • S66 Uniform Combined State Law Examination
    2026-02-07
Other Names
  • Kim Anh Thi Hua

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Quad Cities, IA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor