Robert W. Baird & Co. Incorporated

Overview

Robert W. Baird & Co. Incorporated is a Broker Dealer and registered investment adviser based in Milwaukee, WI, registered since 1936. It reports $394B in assets under management across 367,123 accounts, with 4,322 employees. Its 3,761 registered representatives work across 185 branch offices in 35 states.

Reported AUM

$394B

Discretionary

73%

Accounts

367,123

Average account

$1.1M

Employees

4,322

Registered reps

3,761

Branch offices

185

Registered since

1936

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies
• Other clients
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Commissions, Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Products and services

• Corporate Bonds
• Insurance
• Inter-Dealer Markers in Corporate Securities
• Interests in Mortgages or Other Receivables
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Non-Floor Activities
• 8 more

Executive officers 3 of 11

• Steven Gregory Booth Chairperson, President, Chief Executive Officer CRD 2147388
• Angela Marie Palmer Registered Investment Advisor Chief Compliance Officer, Registered Ia, Chief Compliance Officer CRD 4915568
• Christa Lynn Graverson Chief Compliance Officer CRD 4912961

8 more executive officers, with direct contact details

Registered reps 3 of 3,761

• Sara E Aalpoel Registered Rep · Investment Adviser Rep CRD 7640596
• Hasan Saify Abbasi Registered Rep CRD 7964003
• Marybeth Abbiatici Registered Rep · Investment Adviser Rep CRD 1498908

3,758 more registered reps, with emails, phones and branch locations

Location

Headquarters

777 E Wisconsin Ave
Milwaukee, WI 53202

County

Milwaukee

Metro area

Milwaukee-Waukesha, WI

Region

Midwest

Branch offices

185 in 35 states, including Houston, TX, Nashville, TN and Winston Salem, NC

Registrations

• SEC registered, corporation formed in Wisconsin
• Registered in 53 jurisdictions
• Website: rwbaird.com

Every state, with registration dates

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