Anacristina S Sipos-Convery

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

• 01/2023 → Present
  Baird
  Phoenix, AZ
• 08/2022 → 01/2023
  Unemployed
  Scottsdale, AZ
• 09/2019 → 08/2022
  Loandepot
  Scottsdale, AZ
• 08/2014 → 09/2019
  Dhi Mortgage
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-09-19

Other Names

• Ana Cristina Soares Sipos-Convery