Sharon Beth Zeidler

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
FL	RA	APPROVED	2018-10-29
AZ	RA	APPROVED	2016-04-19
TX	RA	APPROVED_RES	2016-03-17
CA	RA	APPROVED	2016-03-11

FL RA
APPROVED

Since 2018-10-29
AZ RA
APPROVED

Since 2016-04-19
TX RA
APPROVED_RES

Since 2016-03-17
CA RA
APPROVED

Since 2016-03-11

Branch Locations

14648 N Scottsdale Rd Ste 175, Scottsdale, AZ 85254 • 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	Scottsdale	AZ	08/2003	Present

08/2003 → Present

Robert W. Baird

Scottsdale, AZ

Other Businesses

Name/Address: Rental Property / 505 Bonair Place, La Jolla, CA 92037 Start Date: 9/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Rental Property Owner Non Investment Related

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-03-10
S63	Uniform Securities Agent State Law Examination	1996-10-18

S65 Uniform Investment Adviser Law Examination

2016-03-10
S63 Uniform Securities Agent State Law Examination

1996-10-18

Other Names

Sharon Beth Ziedler

View on SEC IAPD