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Avery Louis Heavenrich

Robert W. Baird & Co. Incorporated

Chicago, IL

Sentry Park, PA

CRD 1348211

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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
PA RA APPROVED 2021-04-09
FL RA APPROVED 2017-09-14
IL RA APPROVED 2008-05-01
  • PA RA
    APPROVED
    Since 2021-04-09
  • FL RA
    APPROVED
    Since 2017-09-14
  • IL RA
    APPROVED
    Since 2008-05-01

Branch Locations

227 West Monroe Street, Chicago, IL 60606 • United States

4 Sentry Parkway Suite 102, Sentry Park, PA 19422 • 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 Chicago IL 05/2008 Present
  • 05/2008 → Present
    Robert W Baird
    Chicago, IL
Previous Registrations
  • 2006-09-20 → 2008-05-02
    William Blair
    Chicago, IL
    Chicago, IL
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-22
S63 Uniform Securities Agent State Law Examination 1989-04-18
  • S65 Uniform Investment Adviser Law Examination
    2000-08-22
  • S63 Uniform Securities Agent State Law Examination
    1989-04-18
Other Names
  • Avery Heavenrich

View on SEC IAPD

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Nearby Investors

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Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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