Robert W Baird and Company Inc

Registered Principal Details

Business Or Interest:
Wealth Management, Capital Markets Asset Management and Private Equity

Lobbying Interests:
Economic development, financial institutions, and securities

CEO Name:
Paul E. Purcell
Compliance Officer

Contact
HM
Heather Melzer
P.O. Box 672
Milwaukee, WI 53201-9809
(414) 298-4973
(414) 298-1745
hmelzer@rwbaird.com
http://www.rwbaird.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Gregory Hubbard Exclusive Duties N/A Authorized On 1/10/2013 Withdrawn On N/A
AJ Wilson Exclusive Duties N/A Authorized On 1/23/2013 Withdrawn On N/A
Dawn Marie Peterson Exclusive Duties N/A Authorized On 1/7/2014 Withdrawn On N/A
Eric J Petersen Exclusive Duties N/A Authorized On 1/9/2014 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 289
Assembly Bill 289
Relating to: authorizing a city or village to require the Department of Revenue to redetermine the value of the tax incremental base of certain tax incremental districts. (FE)

Bill Text and History

For
Notification Date
9/18/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 384
Assembly Bill 384
Relating to: exceptions to the prohibition of release of customer information by a municipal utility.

Bill Text and History

For
Notification Date
10/8/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 533
Assembly Bill 533
Relating to: school district bonds, promissory notes, and state trust fund loans.

Bill Text and History

Against
Notification Date
1/9/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 252
Senate Bill 252
Relating to: authorizing a city or village to require the Department of Revenue to redetermine the value of the tax incremental base of certain tax incremental districts. (FE)

Bill Text and History

2013 Wisconsin Act 183

For
Notification Date
9/18/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 315
Senate Bill 315
Relating to: exceptions to the prohibition of release of customer information by a municipal utility.

Bill Text and History

2013 Wisconsin Act 47

For
Notification Date
10/8/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Budget Bill Subjects

Public Instruction: Administrative and Other Funding
Biennial budget bill treatment of matter relating to
Public Instruction: Administrative and Other Funding

Notification Date
4/2/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Public Instruction: General School Aids and Revenue Limits
Biennial budget bill treatment of matter relating to
Public Instruction: General School Aids and Revenue Limits

Notification Date
4/2/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Shared Revenue and Tax Relief
Biennial budget bill treatment of matter relating to
Shared Revenue and Tax Relief

Notification Date
4/2/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Topics Not Yet Assigned A Bill Or Rule Number

Tax laws related to in-state broker dealers
Development, drafting or introduction of a proposal relating to
Tax laws related to in-state broker dealers

Action Intended To Affect
Both Legislative matter and rule

Notification Date
9/16/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Issues related to funds held in trust for post-employment benefits
Development, drafting or introduction of a proposal relating to
Issues related to funds held in trust for post-employment benefits

Action Intended To Affect
Both Legislative matter and rule

Notification Date
4/2/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Issues related to Tax Incremental Financing
Development, drafting or introduction of a proposal relating to
Issues related to Tax Incremental Financing

Action Intended To Affect
Both Legislative matter and rule

Notification Date
4/2/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Issues related to the issuance of bonds or other obligation by the state, public schools, technical colleges, or local governments
Development, drafting or introduction of a proposal relating to
Issues related to the issuance of bonds or other obligation by the state, public schools, technical colleges, or local governments

Action Intended To Affect
Both Legislative matter and rule

Notification Date
4/2/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Total Lobbying Effort

  2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
Total Lobbying Expenditures 2013
January - June
$21,000.00
2013
July - December
$40,226.00
2014
January - June
$54,000.00
2014
July - December
$54,000.00
Total $169,226.00
Total Hours Communicating 2013
January - June
11.50
2013
July - December
41.25
2014
January - June
9.50
2014
July - December
7.50
Total 69.75
Total Hours Other 2013
January - June
49.00
2013
July - December
76.00
2014
January - June
21.25
2014
July - December
32.50
Total 178.75

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: authorizing a city or village to require the Department of Revenue to redetermine the value of the tax incremental base of certain tax incremental districts. (FE)
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
15%
2014
January - June
2014
July - December
Total 7%
Relating to: exceptions to the prohibition of release of customer information by a municipal utility.
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
15%
2014
January - June
2014
July - December
Total 7%
Relating to: exceptions to the prohibition of release of customer information by a municipal utility.
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
25%
2014
January - June
2014
July - December
Total 12%
Relating to: school district bonds, promissory notes, and state trust fund loans.
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
27%
2014
July - December
Total 3%

Budget Bill Subjects

2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
30%
2013
July - December
2014
January - June
2014
July - December
Total 7%
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
30%
2013
July - December
2014
January - June
2014
July - December
Total 7%

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
20%
2013
July - December
15%
2014
January - June
43%
2014
July - December
1%
Total 17%
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
15%
2014
January - June
2014
July - December
30%
Total 12%
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
9%
2014
July - December
62%
Total 11%

Minor Efforts

No minor efforts found.

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
20%
2013
July - December
15%
2014
January - June
21%
2014
July - December
7%
Total 16%

Filed Statements of Lobbying Activity and Expenditures