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Robert W. Baird & Co. Incorporated CRD 8158
$394B regulatory AUM 19,985 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-10-29 |
Branch Locations
200 5Th Avenue Se Suite 102, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Cedar Rapids | IA | 06/2023 | Present |
| Greenstate Credit Union | Coralville | IA | 05/2020 | 06/2023 |
| Greenstate Wealth Management | Iowa City | IA | 05/2022 | 07/2022 |
| Eddie Bauer | Coralville | IA | 07/2018 | 05/2020 |
| North Central Junior High & Liberty High School | North Liberty | IA | 07/2013 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-27 |
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