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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-10-27 |
| TX | RA | APPROVED_RES | 2017-04-20 |
| WI | RA | APPROVED | 1988-06-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Milwaukee | WI | 07/1986 | Present |
Name: The Women's Care Center of Milwaukee; Not investment-related; Address: 1441 N Farewell Ave, Milwaukee, WI 53202; Nature: Charitable / Non-Profit; Role: Board Member, President & Chairman; Start Date: 11/15/2016; Appx hrs: Hope to only average 10 hours per week including weekends, but will put in greater hours when require; Hrs during trading: Unpredictable, occasional phone calls taken; Duties: Fiduciary duties, Executive decision making Voting on Board Level Managerial Decisions, and Fundraising by soliciting donations. Name: The Women's Care Center of Milwaukee Mother Mary Corporation; Not investment-related; Address: 1441 N Farewell Ave, Milwaukee, WI 53202; Nature: Charitable; Role: Board Member, Officer, President; Start Date: 8/5/2016; Appx hrs: 10hrs/ month; Hrs during trading: None; Duties: Board Level Operating decisions. Name/Address: The Fatima Foundation of Milwaukee 411 E Wisconsin Avenue Milwaukee 53211 Start date: 4/20/20 Hours spent:3-4 hours/month Hours spent during trading hours: 0-1 hour/month Role/Responsibility:Trustee; Reviewing performance and disbursing funds to beneficiary 501c3 organizations. Investment related Name/Address: Augbern LLC 5268 N Idlewild Whitefish Bay WI 53217 Start date: 5/1/2020 Hours spent: 0-1 hour/month Hours spent during trading hours: Zero Role/Responsibility: LLC Voting member Non-Investment related Name/Address: Mental Health Bookkeeping, Inc. 6420 N Elm Tree Rd Glendale WI 53217 Start Date: 4/25/22 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Business Owner Investment Related Name/Address: Saint Francis de Sales Seminary Endowment 3257 South Lake Drive St Francis WI 53235 Start Date: 10/2/13 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Endowment Committee Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-23 |
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