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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 2023-01-26
TX RA APPROVED 2023-01-12
IL RA APPROVED 2022-11-02
  • FL RA
    APPROVED
    Since 2023-01-26
  • TX RA
    APPROVED
    Since 2023-01-12
  • IL RA
    APPROVED
    Since 2022-11-02

Branch Locations

Two Mid America Plaza Suite 904, Oakbrook Terrace, IL 60181 • 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 Oak Brook IL 06/2022 Present
U.S. Army Fort Hood TX 01/2018 05/2022
Robert W. Baird Oak Brook IL 06/2017 01/2018
The Citadel, Military Collgee Of South Carolina Charleston SC 08/2013 05/2017
  • 06/2022 → Present
    Robert W Baird
    Oak Brook, IL
  • 01/2018 → 05/2022
    U.S. Army
    Fort Hood, TX
  • 06/2017 → 01/2018
    Robert W. Baird
    Oak Brook, IL
  • 08/2013 → 05/2017
    The Citadel, Military Collgee Of South Carolina
    Charleston, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-01
  • S66 Uniform Combined State Law Examination
    2022-11-01

View on SEC IAPD

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