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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
TN RA APPROVED 2026-01-29
  • TN RA
    APPROVED
    Since 2026-01-29

Branch Locations

1950 Us Highway 51 Byp N Suite B, Dyersburg, TN 38024 • 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
First Citizens National Bank Dyersburg TN 05/2013 01/2026
Robert W Baird & Co Incorporated Dyersburg TN 01/2026 Present
Other Businesses

Millstone Mountain Properties LLC 50% owner in Residential Real Estate 1824 Millstone Mountain Road Covington, TN 38019 Member and 50% owner, Other 50% with spouse Date of creation 8/11/2000 number of hours devoted: 1-2 a month. 0 hours during trading hours responsibilites include collecting rent, tax prep, and sales or purchases

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-10
  • S66 Uniform Combined State Law Examination
    2026-08-10
Designations
  • Certified Financial Planner
Other Names
  • Mary Evelyn Peckenpaugh

View on SEC IAPD

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