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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-29
WI RA APPROVED 2026-06-29
  • TX RA
    APPROVED
    Since 2026-06-29
  • WI RA
    APPROVED
    Since 2026-06-29

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington WI 09/2020 05/2024
Fidelity Investments Brookfield WI 05/2024 06/2026
Bank Of America, N.A. Burlington WI 12/2020 05/2024
Bmo Harris Financial Advisors, Inc. Milwaukee WI 09/2014 07/2017
Bmo Harris Financial Advisors, Inc. Waukesha WI 07/2017 09/2020
Fidelity Investments Boston MA 03/2025 06/2026
Robert W. Baird & Co. Incorporated Waukesha WI 06/2026 Present
  • 09/2020 → 05/2024
    Burlington, WI
  • 05/2024 → 06/2026
    Fidelity Investments
    Brookfield, WI
  • 12/2020 → 05/2024
    Bank Of America, N.A.
    Burlington, WI
  • 09/2014 → 07/2017
    Bmo Harris Financial Advisors, Inc.
    Milwaukee, WI
  • 07/2017 → 09/2020
    Bmo Harris Financial Advisors, Inc.
    Waukesha, WI
  • 03/2025 → 06/2026
    Fidelity Investments
    Boston, MA
  • 06/2026 → Present
    Waukesha, WI
Previous Registrations
  • 2025-03-31 → 2026-07-07
    Burlington, WI
    Brookfield, WI
    Brookfield, WI
    Boston, MA
  • 2024-06-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brookfield, WI
  • 2020-09-30 → 2024-05-10
    Burlington, WI
  • 2012-08-01 → 2020-10-01
    Bmo Harris Financial Advisors, Inc.
    Burlington, WI
    Milwaukee, WI
    Muskego, WI
    Waukesha, WI
  • 2007-09-27 → 2012-08-01
    M&I Financial Advisors, Inc
    Burlington, WI
  • 2010-04-27 → 2012-04-18
    M&I Investment Management Corp.
    Milwaukee, WI
Other Businesses

OBA-109557|OrgNmn:St Charles Church|Org Addr:Burlington,Wisconsin,US|OBA Nature:Church Pianist|Invst Rel:N|Title:Employee|Duties:Play piano for church|StrtDt:|TotHrs/mon:6|TrdHrs/mon:1|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-12
S63 Uniform Securities Agent State Law Examination 2005-11-02
  • S65 Uniform Investment Adviser Law Examination
    2008-02-12
  • S63 Uniform Securities Agent State Law Examination
    2005-11-02
Other Names
  • Kendra K Hewitt
  • Kendra Kathleen Hewitt
  • Kendra Kathleen Gabriel
  • Kendra Gabriel

View on SEC IAPD

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