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Michael Timothy Clark

Robert W. Baird & Co. Incorporated

Scottsdale, AZ

Mesa, AZ

CRD 6903045

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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 2026-07-15
TX RA APPROVED 2026-07-14
AZ RA APPROVED 2021-12-02
CA RA APPROVED 2021-11-29
  • FL RA
    APPROVED
    Since 2026-07-15
  • TX RA
    APPROVED
    Since 2026-07-14
  • AZ RA
    APPROVED
    Since 2021-12-02
  • CA RA
    APPROVED
    Since 2021-11-29

Branch Locations

14648 N Scottsdale Rd Ste 175, Scottsdale, AZ 85254 • United States

Mesa, AZ • 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
U.S. Bank Simi Valley CA 09/2014 11/2021
U.S. Bancorp Investments, Inc. Simi Valley CA 01/2018 11/2021
Pac Properties Newhall CA 09/2014 Present
Baird Scottsdale AZ 11/2021 Present
  • 09/2014 → 11/2021
    U.S. Bank
    Simi Valley, CA
  • 01/2018 → 11/2021
    U.S. Bancorp Investments, Inc.
    Simi Valley, CA
  • 09/2014 → Present
    Pac Properties
    Newhall, CA
  • 11/2021 → Present
    Baird
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-18
S63 Uniform Securities Agent State Law Examination 2018-04-09
  • S65 Uniform Investment Adviser Law Examination
    2019-03-18
  • S63 Uniform Securities Agent State Law Examination
    2018-04-09
Designations
  • Certified Financial Planner

View on SEC IAPD

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