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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-04 |
Branch Locations
3913 W Prospect Ave Suite 301, Fox Valley, WI 54914 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Appleton | WI | 06/2025 | Present |
| Holy Spirit Parish, Corp. | Kimberly | WI | 07/2018 | 06/2025 |
| St. Mary Catholic Schools | Neenah | WI | 07/2015 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-26 |
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