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Robert W. Baird & Co. Incorporated CRD 8158
$394B regulatory AUM 19,985 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-04 |
| MN | RA | APPROVED | 2019-07-24 |
| TX | RA | APPROVED | 2019-07-24 |
Branch Locations
601 Carlson Parkway Suite 950, Minnetonka, MN 55305 • United States
Independence, MN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Llc | Minnetonka | MN | 03/2008 | 07/2019 |
| City National Bank | Minnetonka | MN | 10/2016 | 07/2019 |
| Baird | Minnetonka | MN | 07/2019 | Present |
Name and Address: Orono Youth Hockey Association Orono Minnesota 55323 Start date:10/1/20 Hours spent: 0-4 hours/month Hours spent during trading: Zero Role/Responsibility: Coach Non Investment related Name/Address: Inside Edge 6125 Wood HIll Lane Independence Minnesota 55359 Start Date: 5/1/23 Hours Spent: 0-4 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Independent Contractor; Advisor for high school hockey players Non Investment Related TEARSE -Author; ADDRESS: 652125 WOOD HILL LANE, INDEPENDENCE, MN 55359; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Writing book on wealth management; CAPACITY: INDEPENDENT CONTRACTOR/CONSULTANT; START DATE: 9/25/2018; HOURS DEVOTED PER MONTH: 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0. (8) TEARSE PHOTOGRAPHY; ADDRESS: 652125 WOOD HILL LANE, INDEPENDENCE, MN 55359; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: PHOTOGRAPHY; CAPACITY: INDEPENDENT CONTRACTOR/CONSULTANT; START DATE: 9/25/2018; DUTIES: SHOOTING PHOTOGRAPHS FOR SALE; HOURS DEVOTED PER MONTH: 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-22 |
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