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Rebecca Lynn Schuster

Robert W. Baird & Co. Incorporated

Waukesha, WI

Omro, WI

CRD 6189419

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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 2021-01-22
TX RA APPROVED_RES 2017-03-20
WI RA APPROVED 2017-03-16
  • FL RA
    APPROVED
    Since 2021-01-22
  • TX RA
    APPROVED_RES
    Since 2017-03-20
  • WI RA
    APPROVED
    Since 2017-03-16

Branch Locations

N17 W24222 Riverwood Dr. Ste 240, Waukesha, WI 53188 • United States

Omro, 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
Girard Securities, Inc. San Diego CA 04/2013 03/2017
Mpc Advisers, Llc Brookfield WI 03/2015 03/2017
Robert W. Baird Waukesha WI 03/2017 Present
  • 04/2013 → 03/2017
    Girard Securities, Inc.
    San Diego, CA
  • 03/2015 → 03/2017
    Mpc Advisers, Llc
    Brookfield, WI
  • 03/2017 → Present
    Robert W. Baird
    Waukesha, WI
Previous Registrations
  • 2015-03-19 → 2017-09-08
    Mpc Advisers, Llc
    Brookfield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-26
  • S66 Uniform Combined State Law Examination
    2013-11-26
Other Names
  • Rebecca Lynn Metko

View on SEC IAPD

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