Michael Witteman Trapp

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → Present
  Jjb Hilliard Wl Lyons Llc
  Columbus, OH
• 10/2019 → Present
  Robert W. Baird & Co. Incorporated
  Grandview Heights, OH

Previous Registrations

• 2016-11-17 → 2019-10-18
  J.J.B. Hilliard, W.L. Lyons, Llc
  Grandview Heights, OH
• 2014-06-26 → 2016-07-13
  Fifth Third Securities, Inc.
  Columbus, OH

Other Businesses

2)Name/Address: Bert Charles LLC 2646 Brandon Rd Columbus OH 43221 Start Date: 11/19/20 Hours Spent: 0-1 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC owner/member; Used for real estate investments Non Investment Related Name/Address: 1209 Ole Hen 2039 Coventry Rd Columbus OH 43212 Start Date: 1/24/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Rental Property Owner Non Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2014-06-26
• S63 Uniform Securities Agent State Law Examination
  2013-10-03

Designations

• Certified Financial Planner