Thomas J Fleischmann

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

• 10/2022 → Present
  Robert W. Baird & Co. Incorporated
  Oakbrook Terrace, IL
• 01/2022 → 09/2022
  Client First Tax & Wealth Advisors
  West Bend, WI
• 06/2019 → 12/2021
  Client First Tax & Wealth Advisors
  West Bend, WI
• 08/2019 → 03/2020
  Husker Headquarters
  Lincoln, NE
• 08/2018 → 08/2019
  University Of Nebraska - Lincoln Admissions
  Lincoln, NE
• 03/2017 → 04/2018
  Panera Bread
  Menomonee Falls, WI
• 01/2019 → 05/2019
  University Of Nebraska - Lincoln Campus Recreation
  Lincoln, NE
• 08/2014 → 05/2018
  Marquette University High School
  Milwaukee, WI
• 08/2018 → 12/2021
  University Of Nebraska - Lincoln
  Lincoln, NE
• 05/2018 → 08/2018
  Riverside Disc Golf Shop
  West Bend, WI

Other Businesses

Name/Address: Chicagoans for Nebraska / 2713 N Dayton St, Chicago, IL 60614 Start Date: 2/1/24 Hours Spent: 0-3 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Treasurer, Investment Committee Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2023-07-01

Designations

• Certified Financial Planner