Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-12-22 |
| IN | RA | APPROVED | 2006-04-05 |
| CA | RA | APPROVED | 2006-03-10 |
| TX | RA | APPROVED | 2006-03-10 |
| WI | RA | APPROVED | 2006-03-10 |
Branch Locations
N17 W24222 Riverwood Dr. Ste 240, Waukesha, WI 53188 • United States
Brookfield, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co., Inc. | Waukesha | WI | 03/2006 | Present |
Name/Address: Brookfield Christian School 14155 W Burleigh Rd Brookfield WI 53045 Start Date: 6/1/21 Hours Spent: 0-4 hours/month Hours Spent During Trading: Zero Role/Responsibility: Board Member; Investment/Finance Committee Investment Related Name/Address: Brookfield Christian Reformed Church, 14135 W Burleigh Rd, Brookfield, WI 53005 Start Date: 7/1/2026 Hours Spent: 4-9 per month; During Trading Hours: 0-3 per month Role/Responsibility: Assistant Treasurer Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-19 |
Reach out to this advisor