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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
IL RA APPROVED 2023-12-14
  • IL RA
    APPROVED
    Since 2023-12-14

Branch Locations

4617 North Prospect Road, Peoria Heights, IL 61616 • United States

Brimfield, IL • 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
Robert W. Baird & Co. Inc. Peoria IL 02/2015 Present
  • 02/2015 → Present
    Robert W. Baird & Co. Inc.
    Peoria, IL
Other Businesses

Name/Address: McIntyre Acres LLC / 6638 N Eden Rd, Brimfield, IL 61517 Start Date: 4/29/13 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Limited Partner, 50% Owner with Spouse. Investment Related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-13
S63 Uniform Securities Agent State Law Examination 2023-11-30
  • S65 Uniform Investment Adviser Law Examination
    2023-12-13
  • S63 Uniform Securities Agent State Law Examination
    2023-11-30
Other Names
  • Mollie Lynn Mcintyre
  • Mollie Lynn Mcintyre

View on SEC IAPD

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