Courtney A Wilhelm

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

• 09/2023 → Present
  Baird
  Denver, CO
• 12/2021 → 09/2023
  Morgan Stanley
  Baltimore, MD
• 10/2020 → 05/2021
  Hollister
  Columbia, MD
• 05/2021 → 12/2021
  Unemployed
  Burtonsville, MD
• 01/2019 → 10/2020
  Sally Beauty
  Timonium, MD
• 01/2019 → 08/2019
  About Faces
  Towson, MD
• 08/2017 → 01/2019
  Trader Joe's
  Towson, MD
• 08/2016 → 08/2017
  Giant
  Columbia, MD

Exams

• S66 Uniform Combined State Law Examination
  2025-03-07

Other Names

• Courtney Ann Wilhelm