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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Capital Management/Wells Fargo Asset Management | Menomonee Falls | WI | 01/2005 | 07/2019 |
| Baird Advisors | Milwaukee | WI | 08/2019 | Present |
Name/Address: Divine Savior Holy Angels High School Investment Committee 4257 N 100th St Milwaukee Wisconsin 53222 Start date: 3/1/18 Hours spent: 2 hours per quarter Hours spent during trading hours: 1 hour per quarter Role/Responsibility: Investment committee; Responsible for overseeing the investment activities of the schools endowment. Investment related Name/Address: Fitterer Bros. LLP 1403 Sharloh Loop #11 Start date: 1/1/15 Hours spent: 0-2 hours/month Hours spent during trading hours: Zero Role/Responsibility: Owner, partnership of family farmstead. Non Investment related Name/Address: Rental Property North Dakota Farmland Start Date: 1/1/11 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Rental Property Owner/Landlord Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-08 |
| S65 | Uniform Investment Adviser Law Examination | 1996-02-20 |
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