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Colette Constance Gregory

Robert W. Baird & Co. Incorporated

Menomonee Falls, WI

Milwaukee, WI

CRD 2162258

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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
WI RA APPROVED 1993-03-22
  • WI RA
    APPROVED
    Since 1993-03-22

Branch Locations

Menomonee Falls, WI • United States

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
OrganizationCityStateFromTo
Marguette University Milwaukee WI 01/1991 Present
Robert W. Baird & Co. Incorporated Milwaukee WI 08/1991 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-02-22
  • S63 Uniform Securities Agent State Law Examination
    1993-02-22

View on SEC IAPD

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