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Michael H Antonelli

Robert W. Baird & Co. Incorporated

Phoenix, AZ

CRD 8042430

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-20
TX RA APPROVED 2026-07-14
AZ RA APPROVED 2026-04-07
CA RA APPROVED 2026-04-06
  • FL RA
    APPROVED
    Since 2026-07-20
  • TX RA
    APPROVED
    Since 2026-07-14
  • AZ RA
    APPROVED
    Since 2026-04-07
  • CA RA
    APPROVED
    Since 2026-04-06

Branch Locations

2425 E. Camelback Road Suite 530, Phoenix, AZ 85016 • 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
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
  • 06/2017 → 08/2020
    Mgm Studios
    Beverly Hills, CA
  • 03/2016 → 06/2017
    William Morris Endeavor
    Beverly Hills, CA
  • 08/2020 → 10/2024
    Professional Produce
    Vernon, CA
  • 10/2024 → 03/2025
    Unemployed
    Los Angeles, CA
  • 03/2025 → 01/2026
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2025 → 01/2026
    Northwestern Mutual Investment Services Llc
    San Diego, CA
  • 01/2026 → Present
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-06
S63 Uniform Securities Agent State Law Examination 2025-08-29
  • S65 Uniform Investment Adviser Law Examination
    2026-04-06
  • S63 Uniform Securities Agent State Law Examination
    2025-08-29
Other Names
  • Michael H Antonelli

View on SEC IAPD

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