Unclaimed Profile

Mary Ellen Stanek

ROBERT W. BAIRD & CO. INCORPORATED·MILWAUKEE, Wisconsin

SIE, Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66, Series 99TOClean record24 years registeredROBERT W. BAIRD & CO. INCORPORATED

777 E. WISCONSIN AVENUE, MILWAUKEE, WI 53202-5391CRD# 2006493Firm CRD# 8158

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mary Ellen Stanek · MILWAUKEE, WI

Registration

CRD #2006493 · ROBERT W. BAIRD & CO. INCORPORATED · 24 years registered

Brand Profile

Not yet started

Career History

ROBERT W. BAIRD & CO. INCORPORATED

Feb 2002 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · February 20, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROBERT W. BAIRD & CO. INCORPORATED

CRD 8158 · SEC 801-7571

AUM

$287.5B

Regulatory assets under management

Employees

4,069

331,500 client accounts

Services offered by ROBERT W. BAIRD & CO. INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ROBERT W. BAIRD & CO. INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Mary Ellen Stanek offer?

Mary Ellen Stanek specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Mary Ellen Stanek's credentials?

Mary Ellen Stanek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Ellen Stanek located?

Mary Ellen Stanek is based in MILWAUKEE, Wisconsin, working with ROBERT W. BAIRD & CO. INCORPORATED. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Mary Ellen Stanek charge for services?

Mary Ellen Stanek's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: hard dollar payments for research. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROBERT W. BAIRD & CO. INCORPORATED?

ROBERT W. BAIRD & CO. INCORPORATED has approximately 4069 employees and manages $287.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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