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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-03 |
Branch Locations
1245 Corporate Center Drive, Oconomowoc, WI 53066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | Waukesha | WI | 01/2023 | 03/2025 |
| Waukesha State Bank | Waukesha | WI | 01/2023 | 03/2025 |
| Hamilton School District | Sussex | WI | 09/2006 | 05/2019 |
| University Of Wisconsin La Crosse | La Crosse | WI | 09/2019 | 12/2022 |
| Flabbergast | Sussex | WI | 02/2017 | 10/2017 |
| Pick N' Save | Sussex | WI | 11/2017 | 02/2020 |
| Midwest Select Insurance Group | Pewaukee | WA | 06/2019 | 08/2019 |
| Dunhams Sports | Brookfield | WI | 09/2020 | 01/2021 |
| Uw-La Crosse Murphy Library | La Crosse | WI | 09/2021 | 12/2022 |
| Broan Nutone Manufacturing | Hartford | WI | 06/2021 | 08/2021 |
| Waukesha State Bank | Pewaukee | WI | 06/2022 | 12/2022 |
| Robert W Baird & Co Inc | Oconomowoc | WI | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-24 |
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