Victoria Jean Ramirez

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → Present
  The Apostolic Sanctuary
  Silvis, IL
• 02/2014 → Present
  Robert W. Baird & Co.
  Davenport, IA

Previous Registrations

• 2011-01-03 → 2013-02-11
  Wells Fargo Clearing Services, Llc
  Geneseo, IL
  Davenport, IA
  Davenport, IA
  West Des Moines, IA
• 2007-08-08 → 2011-01-03
  Wells Fargo Investments, Llc
  Davenport, IA
  Davenport, IA
• 2005-10-27 → 2007-07-31
  Eagle One Investments, Llc
  Bettendorf, IA
  Davenport, IA

Other Businesses

NAME & ADDRESS: THE APOSTOLIC SANCTUARY,1501 JOHN DEERE PKWAY SILVIS, IL 61282 NATURE OF ENTITY: Church RESPONSIBILITIES IN ROLE: Attend Board Meetings. Process account payable, issue checks, process contributions (deposits and issue statements), process payroll and all related reporting associated with payroll. NOT INVESTMENT-RELATED,CHURCH,TREASURER,STARTED JANUARY 2008 AS VOLUNTARY POSITION, STARTED RECEIVING SALARY MARCH 2013, WILL GO BACK TO VOLUNTARY/NONPAID POSITION MARCH 2014 HOURS DEVOTED: 30 hours monthly

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-10-26
• S65 Uniform Investment Adviser Law Examination
  2005-10-26

Other Names

• Victoria Jean Wheelock
• Victoria Jean Morrissey
• Victoria Jean Hoffman