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Theodore Brelsford Martin

Robert W. Baird & Co. Incorporated

Chicago, IL

CRD 6357440

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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
IL RA APPROVED 2019-07-19
FL RA APPROVED 2019-06-26
TX RA APPROVED 2019-06-25
  • IL RA
    APPROVED
    Since 2019-07-19
  • FL RA
    APPROVED
    Since 2019-06-26
  • TX RA
    APPROVED
    Since 2019-06-25

Branch Locations

227 West Monroe Street, Chicago, IL 60606 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 06/2016 05/2019
Bank Of America, N.A. Washington DC 04/2018 05/2019
Robert W. Baird & Co. Incorporated Chicago IL 06/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-17
  • S66 Uniform Combined State Law Examination
    2016-11-17
Other Names
  • Theodore B Martin
  • Ford Martin

View on SEC IAPD

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Nearby Investors

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HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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