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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED_RES | 2019-08-02 |
| WI | RA | APPROVED | 2017-11-02 |
| MN | RA | APPROVED | 2015-12-24 |
Branch Locations
2800 National Drive Suite 101, Onalaska, WI 54650 • United States
7650 Edinborough Way Suite 300, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Minnetonka | MN | 03/2015 | Present |
Name/Address: WIAA 5516 Vern Holmes Dr Stevens Point WI 54482 Start date: 8/20/21 Hours spent: 4 hours/week Hours spent during trading hours: Zero Role/Responsibility: Referee Non Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-29 |
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