Adam Joseph Kapusta

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

Authority	Category	Status	Date
WI	RA	APPROVED	2005-03-18

WI RA
APPROVED

Since 2005-03-18

Branch Locations

777 East Wisconsin Ave, Milwaukee, WI 53202 • 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

Organization	City	State	From	To
Robert W. Baird & Co.	Milwaukee	WI	02/2005	Present

02/2005 → Present

Robert W. Baird & Co.

Milwaukee, WI

Previous Registrations

2002-01-03 → 2003-05-12

Strong Capital Management Inc

Menomonee Falls, WI

Other Businesses

Name/Address: Value Investment Partners Real Estate, 4755 Shagbark CT, Brookfield, WI 53005 Start Date: 5/3/2026 Hours Spent: 0-3 per month; During Trading Hours: 0-3 Role/Responsibility: Agent Investment Related

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-11-28
S63	Uniform Securities Agent State Law Examination	1998-12-21

S65 Uniform Investment Adviser Law Examination

2001-11-28
S63 Uniform Securities Agent State Law Examination

1998-12-21

View on SEC IAPD

Employer firm

Current Employers

Robert W. Baird & Co. Incorporated

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

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