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Jodi C Steczynski

Robert W. Baird & Co. Incorporated

Fort Wright, KY

CRD 3149615

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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
KY RA APPROVED 2019-12-10
  • KY RA
    APPROVED
    Since 2019-12-10

Branch Locations

809 Wrights Summit Parkway Suite 310, Fort Wright, KY 41011 • 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
Lawrence P. Gerwe Edgewood KY 10/2012 11/2018
Lpl Financial, Llc Edgewood KY 10/2012 11/2018
Robert W Baird & Co Inc. Fort Wright KY 11/2018 Present
  • 10/2012 → 11/2018
    Lawrence P. Gerwe
    Edgewood, KY
  • 10/2012 → 11/2018
    Lpl Financial, Llc
    Edgewood, KY
  • 11/2018 → Present
    Robert W Baird & Co Inc.
    Fort Wright, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-09
  • S66 Uniform Combined State Law Examination
    2019-12-09
Other Names
  • Jodi Colleen Gerwe
  • Jodi C Steczynski

View on SEC IAPD

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