Stephen Bishop Provost

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

• 04/1982 → Present
  J.J.B. Hilliard, W.L. Lyons, Inc.
  Evansville, IN
• 10/2019 → Present
  Robert W. Baird & Co. Incorporated
  Evansville, IN

Previous Registrations

• 1999-02-03 → 2019-10-18
  J.J.B. Hilliard, W.L. Lyons, Llc
  Evansville, IN
  Evansville, IN
  Marion, IL

Other Businesses

CO-PERSONAL REPRESENTATIVE FOR RELATIVE'S ACCOUNT, 6/2012, 4 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS, PAY OUTSTANDING BILLS AND DISTRIBUTE ESTATE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-17
• S63 Uniform Securities Agent State Law Examination
  1982-08-02

Other Names

• Stephen Bishop Iii Provost