Unclaimed Profile

Patrick Steven Lawton

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

SIE, Series 3, Series 5, Series 7, Series 8, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 79TO, Series 99TOClean record38 years registeredROBERT W. BAIRD & CO. INCORPORATED

777 E. WISCONSIN AVENUE, MILWAUKEE, WI 53202-5391CRD# 1007318Firm CRD# 8158

Profile Verification

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

Identity

Patrick Steven Lawton · MILWAUKEE, WI

Registration

CRD #1007318 · ROBERT W. BAIRD & CO. INCORPORATED · 38 years registered

Brand Profile

Not yet started

Career History

ROBERT W. BAIRD & CO. INCORPORATED

Jun 1988 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 5

Series 7

Series 8

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 79TO

Series 99TO

Registration record

First registered · June 23, 1988

Years registered · 38

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 Patrick Steven Lawton offer?

Patrick Steven Lawton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Patrick Steven Lawton's credentials?

Patrick Steven Lawton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Steven Lawton located?

Patrick Steven Lawton 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 Patrick Steven Lawton charge for services?

Patrick Steven Lawton'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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