Kelly R Engler

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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-13
MN	RA	APPROVED	2023-12-07

TX RA
APPROVED

Since 2025-03-13
MN RA
APPROVED

Since 2023-12-07

Branch Locations

Elgin, MN • United States

2575 Commerce Drive Nw Suite 115, Rochester, MN 55901 • 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

Organization	City	State	From	To
Robert W. Baird & Co Incorporated	Rochester	MN	06/2023	Present
Bremer Bank, National Association	Rochester	MN	11/2014	06/2023

06/2023 → Present

Robert W. Baird & Co Incorporated

Rochester, MN
11/2014 → 06/2023

Bremer Bank, National Association

Rochester, MN

Other Businesses

Name/Address: Rochester Estate Planning Council 6511 125th St NE ELGIN MN 55932 Start Date: 2/3/25 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Council President Non Investment Related

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-06

S66 Uniform Combined State Law Examination

2023-12-06

Other Names

Kelly Rae Weiss

View on SEC IAPD