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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
FL RA APPROVED 2018-05-30
TX RA APPROVED_RES 2017-02-02
CO RA APPROVED 2014-11-11
IL RA APPROVED 2013-04-01
  • FL RA
    APPROVED
    Since 2018-05-30
  • TX RA
    APPROVED_RES
    Since 2017-02-02
  • CO RA
    APPROVED
    Since 2014-11-11
  • IL RA
    APPROVED
    Since 2013-04-01

Branch Locations

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

210 University Boulevard Ste 800, Denver, CO 80206 • United States

Littleton, CO • 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 & Co. Incorporated Denver CO 03/2013 Present
Other Businesses

Name/Address: Denver Rotary Club Foundation 1385 S Colorado Blvd suite a-304 Denver CO 80222 Start Date: 12/1/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Member; Board of Trustees Investment Related Name/Address: Columbine Country Club / 17 Fairway Lane Start Date: 05/31/23 Hours Spent: 0-3 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Finance Committee Member Investment Related Name/Address: Littleton Preparatory Charter School, 5301 S Bannock St, Littleton, CO 80120 Start Date: Dec 15, 2025 Hours Spent: 1-5 hours; During Trading: 1-2 Role/Responsibility: Finance Council Member Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-06
  • S66 Uniform Combined State Law Examination
    2011-04-06
Other Names
  • Christopher Peters
  • Christopher Peters

View on SEC IAPD

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