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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-31 |
| WI | RA | APPROVED | 2018-01-31 |
| MN | RA | APPROVED | 2018-01-29 |
Branch Locations
777 East Wisconsin Ave, Milwaukee, WI 53202 • United States
601 Carlson Parkway Suite 950, Minnetonka, MN 55305 • United States
2 North Tamiami Trail 1200, Sarasota, FL 34236 • United States
Wayzata, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co., Incorporated | Edina | MN | 01/2018 | Present |
| Columbia Threadneedle Funds | Boston | MA | 01/2017 | 12/2017 |
| Deloitte And Touche Llp | New York | NY | 05/2017 | 01/2018 |
| Retired | Minneapolis | MN | 05/2016 | 12/2016 |
Name: Delaney Taft LLC; Not investment-related; Address; 2619 East Lake of the Isles Parkway, Minneapolis, MN 55408; Nature: LLC; Role: Owner; Start Date: 4/2017; Appx hrs: 5 hours/year; Hrs during trading: 5 hours/year; Duties: Delaney Taft is a single-member pass-through LLC originally created to receive Board fees, speaking fees and consulting fees received during a period when I was self employed. It will continue to receive any income received from outside business activities pre-approved by Baird. Name/Address: The Minneapolis Foundation, Minneapolis MN 55402 Start date: 11/2016 Hours spent: 0-5 hours/month Hours spent during trading hours: 0-5 hours/month Role/Responsibility: Investment/Finance Committee / Chairman of the Board Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-28 |
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