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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
TX RA APPROVED_RES 2017-02-07
FL RA APPROVED 2006-12-12
IN RA APPROVED 2003-05-14
  • TX RA
    APPROVED_RES
    Since 2017-02-07
  • FL RA
    APPROVED
    Since 2006-12-12
  • IN RA
    APPROVED
    Since 2003-05-14

Branch Locations

300 Garfield Avenue Suite 100, Winter Park, FL 32789 • United States

2 North Tamiami Trail 1200, Sarasota, FL 34236 • 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. Orlando FL 04/1998 Present
Robert W. Baird & Co. Incorporated Orlando FL 04/1998 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-09
S63 Uniform Securities Agent State Law Examination 1999-04-02
  • S65 Uniform Investment Adviser Law Examination
    1999-04-09
  • S63 Uniform Securities Agent State Law Examination
    1999-04-02
Other Names
  • Meade Bowden Owens

View on SEC IAPD

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