Matthew Duane Bruner

Current Employers

Robert W. Baird & Co. Incorporated

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2018-09-14
TX	RA	APPROVED_RES	2018-06-22
OH	RA	APPROVED	2011-06-17

FL RA
APPROVED

Since 2018-09-14
TX RA
APPROVED_RES

Since 2018-06-22
OH RA
APPROVED

Since 2011-06-17

Branch Locations

4215 Worth Ave Suite 200, Columbus, OH 43219 • United States

200 Public Square Ste 1650, Cleveland, OH 44114 • 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

Organization	City	State	From	To
Robert W. Baird	Columbus	OH	06/2011	Present

06/2011 → Present

Robert W. Baird

Columbus, OH

Previous Registrations

2009-06-01 → 2011-06-28

Morgan Stanley

Columbus, OH
2006-02-27 → 2009-06-01

Citigroup Global Markets Inc.

Columbus, OH

Other Businesses

Name/Address: Rental Property 3 Shelter Cove Lane, Unit 7485 Hilton Head Island SC 29928 Start Date: Mar 31, 2025 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Owner/Landlord Non Investment Related

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-12-07
S63	Uniform Securities Agent State Law Examination	2006-02-16

S65 Uniform Investment Adviser Law Examination

2006-12-07
S63 Uniform Securities Agent State Law Examination

2006-02-16

View on SEC IAPD