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Robert W. Baird & Co. Incorporated CRD 8158
$394B regulatory AUM 19,985 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED | 2026-07-14 |
| AZ | RA | APPROVED | 2026-04-07 |
| CA | RA | APPROVED | 2026-04-06 |
Branch Locations
2425 E. Camelback Road Suite 530, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mgm Studios | Beverly Hills | CA | 06/2017 | 08/2020 |
| William Morris Endeavor | Beverly Hills | CA | 03/2016 | 06/2017 |
| Professional Produce | Vernon | CA | 08/2020 | 10/2024 |
| Unemployed | Los Angeles | CA | 10/2024 | 03/2025 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2025 | 01/2026 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 04/2025 | 01/2026 |
| Robert W. Baird & Co. Incorporated | Phoenix | AZ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-29 |
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