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Heather Marie Summers

Robert W. Baird & Co. Incorporated

Wausau, WI

Mosinee, WI

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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-10-13
WI RA APPROVED 2012-02-06
  • FL RA
    APPROVED
    Since 2017-10-13
  • WI RA
    APPROVED
    Since 2012-02-06

Branch Locations

500 First Street Suite 6000, Wausau, WI 54403 • United States

Mosinee, WI • 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
Robert W. Baird Wausau WI 12/2011 Present
  • 12/2011 → Present
    Robert W. Baird
    Wausau, WI
Previous Registrations
  • 2010-05-12 → 2012-01-19
    Fiduciary First Advisors, Llc
    Wausau, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-03-16
S65 Uniform Investment Adviser Law Examination 2010-05-11
  • S63 Uniform Securities Agent State Law Examination
    2012-03-16
  • S65 Uniform Investment Adviser Law Examination
    2010-05-11
Other Names
  • Heather Marie Angeloff
  • Heather Summers
  • Heather Marie Summers Valiska

View on SEC IAPD

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