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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-06-14 |
| TX | RA | APPROVED_RES | 2017-02-10 |
| WI | RA | APPROVED | 2009-05-22 |
Branch Locations
440 South Washington, Green Bay, WI 54301 • United States
253 N. 1St Avenue, Sturgeon Bay, WI 54235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Green Bay | WI | 05/2009 | Present |
NAME AND ADDRESS: ST. MATTHEW'S FINANCE COMMITTEE 2575 S. WEBSTER AVE. GREEN BAY, WI 54301 NATURE OF ENTITY: COMMITTEE THAT OVERSEES THE BUDGET FOR ST. MATT'S CHURCH AND SCHOOL RESPONSIBILITIES IN THIS ROLE: ATTEND MEETINGS AND GIVE INPUT TO THE CHURCH REG. EXPENSES HOURS DEVOTED: 1 HOUR PER WEEK. NONE DURING SECURITIES TRADING HOURS. Name: NDA Foundation Board of Directors; Not investment-related; Address: 610 Maryhill Drive, Green Bay, WI 54303; Nature: Charitable; Role: Board Member/ Treasurer (2/2018); Start Date: 11/2017; Appx hrs: Approx. 25 hours per calendar year; Hrs during trading: 1 hour; Duties: Board of Directors meetings Name: The Premonstratensian Fathers 1016 North Broadway De Pere, WI 54115 Type: Charitable, investment related Role: Board member Start: 11/2018 Hours: 2 meetings per year, none during market hours. Responsibilities: Member of the investment committee. Will follow the IPS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-11 |
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