Best Investors Account Sign in

Dianne Marie Daniel

Robert W. Baird & Co. Incorporated

Wadesville, IN

Evansville, IN

CRD 2061434

Claim This Profile
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
IN RA APPROVED 2019-10-18
  • IN RA
    APPROVED
    Since 2019-10-18

Branch Locations

Wadesville, IN • United States

110 Main Street, Evansville, IN 47708 • 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
J.J.B. Hilliard, W.L. Lyons, Inc. Evansville IN 08/1997 Present
Robert W. Baird & Co. Incorporated Evansville IN 10/2019 Present
Previous Registrations
  • 1999-02-03 → 2019-10-18
    J.J.B. Hilliard, W.L. Lyons, Llc
    Evansville, IN
    Evansville, IN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-05-31
  • S63 Uniform Securities Agent State Law Examination
    1996-05-31
Other Names
  • Dianne Marie Ziliak
  • Dianne M Ziliak

View on SEC IAPD

More in Wadesville, IN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor