William W Simonds

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1997 → Present
  J.J.B. Hilliard, W.L. Lyons, Inc.
  Battle Creek, MI
• 10/2019 → Present
  Robert W. Baird & Co. Incorporated
  Battle Creek, MI

Previous Registrations

• 2010-05-28 → 2019-10-18
  J.J.B. Hilliard, W.L. Lyons, Llc
  Battle Creek, MI
  Portage, MI
  Battle Creek, MI

Other Businesses

SIMONDS REAL ESTATE LLC, NON-INVEST RELATED, BATTLE CREEK MI 49017, FORMED TO MANAGE INHERITED PPTY, LLC MANAGER, 0 HRS/MONTH, DUTIES INCLUDE MAINTAIN BLDG. FIDUCIARY FOR BROTHER'S ESTATE, PAY BILLS, DISTRIBUTE FUNDS, 0 HRS/MO, O HRS/MO TRADING HOURS. Name/Address: Goodwill Industries of Central Michigan's Heartland, Inc. 4820 Wayne Road Battle Creek MI 49037 Start Date: 9/3/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment/Finance Committee Non Investment Related

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1995-09-05

Other Names

• Bill Simonds