Nancy Mcilwain Stevens

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

• 07/2017 → Present
  Robert W. Baird & Co
  Alpharetta, GA
• 12/2015 → 06/2017
  Retired
  Boulder, CO

Previous Registrations

• 2006-10-24 → 2011-12-15
  First Western Investment Advisors, Llc
  Boulder, CO
• 1999-01-01 → 2006-12-14
  Reber/Russell Co
  Boulder, CO

Other Businesses

Name: Philanthropiece; Yes investment-related; Address: Monarch rd, Longmont, CO 80503; Nature: Non-Profit Charitable Foundation; Role: Board Member; Start Date: 2007; Appx hrs: 8 hours per month; Hrs during trading: 2 hours per month; Duties: Discussing 'Philanthropiece's investment portfolio. 2) Name/Address: Boulder Community Health 4747 Arapahoe Ave Boulder CO 80303 Start date: 1/2020 Hours spent: 12 hours/month Hours spent during trading hours: 12 hours/month Role/Responsibility: Chairman. Investment related

Exams

• S66 Uniform Combined State Law Examination
  2017-09-26

Other Names

• Nancy M Kasynski
• Nancy Mcilwain Kasynski