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Lisa Jane Newman

Robert W. Baird & Co. Incorporated

Onalaska, WI

Edina, MN

Holmen, WI

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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-12-12
WI RA APPROVED 2001-08-08
  • TX RA
    APPROVED_RES
    Since 2017-12-12
  • WI RA
    APPROVED
    Since 2001-08-08

Branch Locations

2800 National Drive Suite 101, Onalaska, WI 54650 • United States

7650 Edinborough Way Suite 300, Edina, MN 55435 • United States

Holmen, WI • 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 Onalaska WI 02/1999 Present
  • 02/1999 → Present
    Robert W Baird
    Onalaska, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-07-25
  • S66 Uniform Combined State Law Examination
    2001-07-25
Other Names
  • Lisa Jane Herbers
  • Lisa Jane Herbers

View on SEC IAPD

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JEFFREY MELVIN LOKKEN
BENJAMIN WILLIAM KAUTZ
Haana Brumder Frank

Other Offices

CETERA INVESTMENT ADVISERS LLC · ONALASKA, WI
MERCER GLOBAL ADVISORS INC. · ONALASKA, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Onalaska, WI
INTERACTIVE FINANCIAL ADVISORS · Onalaska, WI
FIDUCIARY FINANCIAL PLANNING NETWORK · ONALASKA, WI
EDWARD JONES · ONALASKA, WI
EDWARD JONES · ONALASKA, WI
U.S. BANCORP ADVISORS, LLC · Onalaska, WI

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