Best Investors Account Sign in
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
IL RA APPROVED 2025-03-17
  • IL RA
    APPROVED
    Since 2025-03-17

Branch Locations

Riverside, IL • United States

227 West Monroe Street, Chicago, IL 60606 • 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
Shoreline Sightseeing Chicago IL 06/2019 08/2019
Museum Of Science And Industry Chicago IL 06/2018 08/2018
Starbucks Western Springs IL 09/2020 11/2023
Forest Asset Management Riverside IL 05/2022 06/2023
Forest Asset Management Riverside IL 06/2023 11/2023
Pebble Valley Wealth Management Western Spings IL 07/2023 11/2023
Baird Chicago IL 11/2023 Present
Northwestern University Evanston IL 09/2019 12/2023
Northwestern University Evanston IL 01/2023 07/2023
Saint Ignatius College Prep Chicago IL 08/2015 06/2019
  • 06/2019 → 08/2019
    Shoreline Sightseeing
    Chicago, IL
  • 06/2018 → 08/2018
    Museum Of Science And Industry
    Chicago, IL
  • 09/2020 → 11/2023
    Starbucks
    Western Springs, IL
  • 05/2022 → 06/2023
    Forest Asset Management
    Riverside, IL
  • 06/2023 → 11/2023
    Forest Asset Management
    Riverside, IL
  • 07/2023 → 11/2023
    Pebble Valley Wealth Management
    Western Spings, IL
  • 11/2023 → Present
    Baird
    Chicago, IL
  • 09/2019 → 12/2023
    Northwestern University
    Evanston, IL
  • 01/2023 → 07/2023
    Northwestern University
    Evanston, IL
  • 08/2015 → 06/2019
    Saint Ignatius College Prep
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-15
  • S66 Uniform Combined State Law Examination
    2025-03-15

View on SEC IAPD

More in Riverside, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor