Anna Marie Jaeger

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

Authority	Category	Status	Date
FL	RA	APPROVED	2022-09-14
TX	RA	APPROVED	2020-08-04
WI	RA	APPROVED	2020-08-04

FL RA
APPROVED

Since 2022-09-14
TX RA
APPROVED

Since 2020-08-04
WI RA
APPROVED

Since 2020-08-04

Branch Locations

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

Mukwonago, 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

Organization	City	State	From	To
Midland Financial Advisors	Delafield	WI	03/2017	08/2020
R W Baird & Co	Waukesha	WI	08/2020	Present
Cedarpoint Investment Advisors, Inc.	Delafield	WI	09/2014	03/2017

03/2017 → 08/2020

Midland Financial Advisors

Delafield, WI
08/2020 → Present

R W Baird & Co

Waukesha, WI
09/2014 → 03/2017

Cedarpoint Investment Advisors, Inc.

Delafield, WI

Previous Registrations

2013-06-28 → 2020-08-04

Midland Financial Advisors, Inc.

Delafield, WI

Other Businesses

ANNA JAEGER IS INSURANCE LICENSED. THE COMMISSIONS FOR THE SALE OF INSURANCE PRODUCTS AND SERVICES DO NOT PROVIDE A SUBSTANTIAL SOURCE OF INCOME AND DO NOT INVOLVE A SUBSTANTIAL AMOUNT OF TIME.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2020-08-24
S65	Uniform Investment Adviser Law Examination	2013-03-16

S63 Uniform Securities Agent State Law Examination

2020-08-24
S65 Uniform Investment Adviser Law Examination

2013-03-16

View on SEC IAPD