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Matthew J Urbanek

Robert W. Baird & Co. Incorporated

Milwaukee, WI

New Berlin, 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
WI RA APPROVED 2024-07-16
  • WI RA
    APPROVED
    Since 2024-07-16

Branch Locations

777 E. Wisconsin Avenue, Milwaukee, WI 53202 • UNITED STATES

New Berlin, 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
Transamerica Retirement Solutions Milwaukee WI 09/2014 06/2021
Transamerica Investors Securities Corporation Milwaukee WI 09/2014 06/2021
Morgan Stanley Waukesha WI 06/2021 07/2024
Robert W. Baird & Co. Incorporated Milwaukee WI 07/2024 Present
  • 09/2014 → 06/2021
    Transamerica Retirement Solutions
    Milwaukee, WI
  • 09/2014 → 06/2021
    Transamerica Investors Securities Corporation
    Milwaukee, WI
  • 06/2021 → 07/2024
    Morgan Stanley
    Waukesha, WI
  • 07/2024 → Present
    Robert W. Baird & Co. Incorporated
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-06
  • S66 Uniform Combined State Law Examination
    2013-04-06
Designations
Other Names
  • Matt James Urbanek
  • Matthew J Urbanek
  • Matthew James Urbanek

View on SEC IAPD

Other Firms

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC · MILWAUKEE, WI

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