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Robert W Lalich

Robert W. Baird & Co. Incorporated

Milwaukee, WI

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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-05-18
  • WI RA
    APPROVED
    Since 2025-05-18

Branch Locations

777 E. Wisconsin Avenue, Milwaukee, WI 53202 • 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
Quasar Distributors, Llc Milwaukee WI 11/2016 08/2017
U.S. Bancorp Fund Service, Llc Milwaukee WI 11/2012 08/2017
Wells Fargo Funds Distributor, Llc Menomonee Falls WI 09/2017 05/2023
Robert W. Baird Milwaukee WI 08/2024 Present
Unemployed Menomonee Falls WI 06/2023 07/2024
  • 11/2016 → 08/2017
    Quasar Distributors, Llc
    Milwaukee, WI
  • 11/2012 → 08/2017
    U.S. Bancorp Fund Service, Llc
    Milwaukee, WI
  • 09/2017 → 05/2023
    Wells Fargo Funds Distributor, Llc
    Menomonee Falls, WI
  • 08/2024 → Present
    Robert W. Baird
    Milwaukee, WI
  • 06/2023 → 07/2024
    Unemployed
    Menomonee Falls, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
S63 Uniform Securities Agent State Law Examination 2017-02-27
  • S66 Uniform Combined State Law Examination
    2025-05-16
  • S63 Uniform Securities Agent State Law Examination
    2017-02-27
Other Names
  • Bob Lalich
  • Robert Walter Lalich

View on SEC IAPD

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BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC · MILWAUKEE, WI

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