Maureen Lenore Patterson
Investment adviser representative at Robert W. Baird & Co. Incorporated
13 yearsExperience
1 stateRegistered in
$394.1BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Robert W. Baird & Co. IncorporatedAug 2026 to now
- UBS Financial Services IncMay 2022 to Jul 2026
- Sanford C. Bernstein & Co., LLCJun 2021 to May 2022
- Sanford C. Bernstein & Co., LLCJun 2020 to Jul 2020
- Robert W. BairdDec 2019 to Jan 2020
- Robert W. BairdJun 2019 to Aug 2019
- Indiana University - BloomingtonAug 2017 to May 2021
- Bartolotta's Lake Park BistroMay 2016 to Aug 2017
- Shorewood High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WI).
Robert W. Baird & Co. Incorporated
$394.1BAssets managed
241,359Clients
2,633Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7128532
- Firm CRD
- 8158