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Keith Matthew Black

Robert W. Baird & Co. Incorporated

Waukesha, WI

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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-18
TX RA APPROVED 2025-09-11
WI RA APPROVED 2025-08-12
  • FL RA
    APPROVED
    Since 2026-08-18
  • TX RA
    APPROVED
    Since 2025-09-11
  • WI RA
    APPROVED
    Since 2025-08-12

Branch Locations

N17 W24222 Riverwood Dr. Ste 240, Waukesha, WI 53188 • 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
Commonwealth Financial Network Waltham MA 04/2008 08/2025
Heritage Investement Services, Inc. Brookfield WI 04/2008 08/2025
Baird Waukesha WI 08/2025 Present
  • 04/2008 → 08/2025
    Commonwealth Financial Network
    Waltham, MA
  • 04/2008 → 08/2025
    Heritage Investement Services, Inc.
    Brookfield, WI
  • 08/2025 → Present
    Baird
    Waukesha, WI
Previous Registrations
Other Businesses

1. FIXED INSURANCE SALES; INVESTMENT RELATED; CONDUCTED AT BRANCH. 2. NOTARY PUBLIC; NOT INVESTMENT RELATED; CONDUCTED AT BRANCH LOCATION.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-16
S63 Uniform Securities Agent State Law Examination 1992-11-05
  • S65 Uniform Investment Adviser Law Examination
    2006-11-16
  • S63 Uniform Securities Agent State Law Examination
    1992-11-05
Designations
Other Names
  • Keith Black

View on SEC IAPD

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