Monique W Castillo

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

• 09/2022 → Present
  Baird
  Sheboygan, WI
• 10/2020 → Present
  Nu Start Medical
  Sheboygan Falls, WI
• 04/2022 → 09/2022
  Rcs
  Sheboygan, WI
• 06/2014 → 04/2022
  St. Elizabeth Ann Seton Catholic
  Sheboygan, WI

Other Businesses

Name/Address: THEATER FOR YOUNG AUDNIENCES 8th Street Sheboygan WI 53081 Start Date: 12/1/20 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Treasurer Non Investment Related NU START MEDICAL 275 N MAIN STREET SHEBOYGAN FALLS, WI 53085 A MEDICAL WEIGHT LOSS AND HORMONE REPLACEMENT CLINIC OFFICE MANAGER / PARTNER (OWN 5%) BECAME PARTNER IN JANUARY 2023 WORK ABOUT 6 HOURS A WEEK I DO NOT WORK FOR THE CLINIC DURING SECURTIES TRADING HOURS. I MANAGE OUR CLINIC STAFF, MARKETING, BOOKKEEPING, SCHEDULING AND SUPPLY ORDERING - THIS HAS NOTHING TO DO WITH THIS INDUSTRY

Exams

• S66 Uniform Combined State Law Examination
  2025-05-30

Other Names

• Monique W. Clark
• Monique W. Todd