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David C Mckinney

Robert W. Baird & Co. Incorporated

Bloomington, IN

CRD 7962546

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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
FL RA APPROVED 2026-08-24
IN RA APPROVED 2024-11-06
  • FL RA
    APPROVED
    Since 2026-08-24
  • IN RA
    APPROVED
    Since 2024-11-06

Branch Locations

121 North Pete Ellis Drive Suite 101, Bloomington, IN 47408 • 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
Smithville Fiber Ellettseville IN 07/2016 07/2024
Baird Bloomington IN 07/2024 Present
  • 07/2016 → 07/2024
    Smithville Fiber
    Ellettseville, IN
  • 07/2024 → Present
    Baird
    Bloomington, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-05
  • S66 Uniform Combined State Law Examination
    2024-11-05
Other Names
  • David Charles Franklin Mckinney

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
WELLINGTON INVESTMENT ADVISORS

Nearby Investors

MALCOLM MCGIBBON WEBB
HIU CHING CHAN
JOHN ROBERT SCHUMAN

Nearby Offices

OSAIC WEALTH, INC. · Bloomington, IN
OSAIC WEALTH, INC. · BLOOMINGTON, IN
J.P. MORGAN SECURITIES LLC · BLOOMINGTON, IN

More in Bloomington, IN

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