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Katrina Michelle Buhl

Robert W. Baird & Co. Incorporated

Scottsdale, AZ

Scottsdale, AZ

CRD 5690282

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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
TX RA APPROVED_RES 2025-10-17
FL RA APPROVED 2025-10-16
CA RA APPROVED 2025-10-15
AZ RA APPROVED 2021-08-10
  • TX RA
    APPROVED_RES
    Since 2025-10-17
  • FL RA
    APPROVED
    Since 2025-10-16
  • CA RA
    APPROVED
    Since 2025-10-15
  • AZ RA
    APPROVED
    Since 2021-08-10

Branch Locations

14648 N Scottsdale Rd Ste 175, Scottsdale, AZ 85254 • United States

15211 N Kierland Blvd, Ste 300, Scottsdale, AZ 85254 • 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
Edward Jones Tempe AZ 06/2009 11/2017
Wells Fargo Clearing Services, Llc Peoria AZ 07/2018 07/2021
Student Peoria AZ 11/2017 07/2018
Baird Scottsdale AZ 07/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-26
  • S66 Uniform Combined State Law Examination
    2015-01-26
Other Names
  • Katrina Michelle Randall

View on SEC IAPD

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