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Ashley M Leibfried

Robert W. Baird & Co. Incorporated

Denver, CO

CRD 7497303

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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
CO RA APPROVED 2025-08-01
IA RA APPROVED 2025-08-01
TX RA APPROVED 2025-08-01
  • CO RA
    APPROVED
    Since 2025-08-01
  • IA RA
    APPROVED
    Since 2025-08-01
  • TX RA
    APPROVED
    Since 2025-08-01

Branch Locations

210 University Boulevard Ste 800, Denver, CO 80206 • 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
Morgan Stanley Davenport IA 02/2022 07/2025
Ernst & Young Des Moines IA 01/2021 12/2021
Buffalo Wild Wings Iowa City IA 06/2020 12/2020
Ernst & Young Des Moines IA 06/2019 08/2019
Hartig Drug Dubuque IA 05/2018 08/2018
Full Time School Iowa City IA 08/2019 05/2020
Full Time School Iowa City IA 08/2018 05/2019
Full Time School Dubuque IA 08/2016 05/2018
Baird Denver CO 07/2025 Present
  • 02/2022 → 07/2025
    Morgan Stanley
    Davenport, IA
  • 01/2021 → 12/2021
    Ernst & Young
    Des Moines, IA
  • 06/2020 → 12/2020
    Buffalo Wild Wings
    Iowa City, IA
  • 06/2019 → 08/2019
    Ernst & Young
    Des Moines, IA
  • 05/2018 → 08/2018
    Hartig Drug
    Dubuque, IA
  • 08/2019 → 05/2020
    Full Time School
    Iowa City, IA
  • 08/2018 → 05/2019
    Full Time School
    Iowa City, IA
  • 08/2016 → 05/2018
    Full Time School
    Dubuque, IA
  • 07/2025 → Present
    Baird
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-10
  • S66 Uniform Combined State Law Examination
    2023-11-10

View on SEC IAPD

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