Michael A Benash

Robert W. Baird & Co. Incorporated

CRD 7450809

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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

Authority	Category	Status	Date
WI	RA	APPROVED	2024-10-31

WI RA
APPROVED

Since 2024-10-31

Branch Locations

N17 W24222 Riverwood Dr. Ste 240, Waukesha, WI 53188 • 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

Organization	City	State	From	To
M.E. Dey & Co.	Milwaukee	WI	05/2017	02/2018
Fis	Brown Deer	WI	05/2018	05/2019
Lseg	Brookfield	WI	06/2019	09/2021
Robert W. Baird	Milwaukee	WI	10/2021	10/2024
Concordia University Wisconsin	Mequon	WI	08/2014	05/2018
Robert W. Baird	Waukesha	WI	10/2024	Present

05/2017 → 02/2018

M.E. Dey & Co.

Milwaukee, WI
05/2018 → 05/2019

Fis

Brown Deer, WI
06/2019 → 09/2021

Lseg

Brookfield, WI
10/2021 → 10/2024

Robert W. Baird

Milwaukee, WI
08/2014 → 05/2018

Concordia University Wisconsin

Mequon, WI
10/2024 → Present

Robert W. Baird

Waukesha, WI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-30

S66 Uniform Combined State Law Examination

2024-10-30

View on SEC IAPD

More in Waukesha, WI

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