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Dawn Marie Warpechowski

Robert W. Baird & Co. Incorporated

Waukesha, WI

Oak Creek, WI

CRD 3230956

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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:

Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-07-06
TX RA APPROVED_RES 2018-07-05
IN RA APPROVED 2006-02-01
WI RA APPROVED 2006-02-01
  • FL RA
    APPROVED
    Since 2018-07-06
  • TX RA
    APPROVED_RES
    Since 2018-07-05
  • IN RA
    APPROVED
    Since 2006-02-01
  • WI RA
    APPROVED
    Since 2006-02-01

Branch Locations

N17 W24222 Riverwood Dr. Ste 240, Waukesha, WI 53188 • United States

Oak Creek, WI • 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
Robert W Baird Franklin WI 02/1998 Present
  • 02/1998 → Present
    Robert W Baird
    Franklin, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-31
  • S66 Uniform Combined State Law Examination
    2006-01-31
Other Names
  • Dawn Marie Michalak
  • Dawn Marie Warpechowski
  • Dawn Marie Warpechowski

View on SEC IAPD

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