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David Alan George

Robert W. Baird & Co. Incorporated

Nashville, TN

Milwaukee, WI

Franklin, TN

CRD 3200172

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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
TN RA APPROVED 2025-05-09
MO RA APPROVED 2025-01-14
IN RA APPROVED 2007-12-05
  • TN RA
    APPROVED
    Since 2025-05-09
  • MO RA
    APPROVED
    Since 2025-01-14
  • IN RA
    APPROVED
    Since 2007-12-05

Branch Locations

1600 West End Ave, Suite 1100, Nashville, TN 37203 • United States

777 East Wisconsin Ave, Milwaukee, WI 53202 • United States

Franklin, TN • 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 & Co. Inc. St. Louis MO 12/2007 Present
  • 12/2007 → Present
    Robert W. Baird & Co. Inc.
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-05
  • S66 Uniform Combined State Law Examination
    2006-01-05
Other Names
  • David A George

View on SEC IAPD

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