Cora K Trexell

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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

10 years in the industry.

1. Robert W. Baird & Co. IncorporatedNov 2025 to now
2. BairdJan 2025 to now
3. Overture Center for the ArtsSep 2024 to now
4. Bombshell Theatre CompanyFeb 2024 to Jun 2024
5. Milwaukee BalletJun 2023 to Jan 2025
6. Bombshell Theatre CompanyFeb 2023 to May 2023
7. Bombshell Theatre CompanyOct 2022 to Jan 2023
8. Uw-milwaukeeSep 2022 to Dec 2022
9. Francesca'sMay 2022 to Feb 2023
10. Cream City Reporting, LLCNov 2021 to May 2023
11. Uw-milwaukeeSep 2021 to May 2022
12. Victoria's SecretSep 2021 to Nov 2021
13. Jason & Jessica StarkJun 2021 to Aug 2021
14. Old NavySep 2020 to Jul 2021
15. Uw-milwaukeeSep 2020 to May 2021
16. Jason & Jessica StarkJun 2020 to Aug 2020
17. South Milwaukee High SchoolDec 2019 to Mar 2023
18. Uw-milwaukeeSep 2019 to May 2020
19. Windows By Unlimited, Inc.Jun 2019 to Aug 2019
20. Uw-milwaukeeSep 2018 to May 2019
21. Windows By Unlimited, Inc.Jun 2018 to Aug 2018
22. Muskego High SchoolSep 2017 to Jun 2018
23. Anita's Dance CenterSep 2016 to Aug 2019
24. Muskego High SchoolSep 2016 to Jun 2017

Exams passed

• Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (WI).

Robert W. Baird & Co. Incorporated

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

8037465

Firm CRD

8158