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Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Eric J Petersen Exclusive Duties N/A Authorized On 12/11/2014 Withdrawn On N/A
Gregory Hubbard Exclusive Duties N/A Authorized On 12/11/2014 Withdrawn On 1/21/2015
AJ Wilson Exclusive Duties N/A Authorized On 12/11/2014 Withdrawn On 7/31/2015
Dawn Marie Peterson Exclusive Duties N/A Authorized On 12/17/2014 Withdrawn On N/A
Joe K Leibham Exclusive Duties N/A Authorized On 1/21/2015 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 134
Assembly Bill 134
Relating to: tax incremental financing project plan amendments and extending the life of a tax incremental district if the district is adversely impacted by statutory changes to the method of calculating equalized valuation. (FE)

Bill Text and History

For
Notification Date
1/20/2016
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 137
Assembly Bill 137
Relating to: designation of tax incremental districts as distressed or severely distressed districts. (FE)

Bill Text and History

For
Notification Date
1/20/2016
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 138
Assembly Bill 138
Relating to: redetermination of base value for tax incremental districts. (FE)

Bill Text and History

For
Notification Date
1/20/2016
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 344
Assembly Bill 344
Relating to: lengthening the time during which tax increments may be allocated and expenditures for project costs may be made for Tax Incremental District Number One in the village of Weston. (FE)

Bill Text and History

2015 Wisconsin Act 75

For
Notification Date
10/19/2015
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 390
Assembly Bill 390
Relating to: allowing the town of Freedom to create a tax incremental district in the same manner as a city or village. (FE)

Bill Text and History

2015 Wisconsin Act 181

For
Notification Date
1/20/2016
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 481
Assembly Bill 481
Relating to: limitations on borrowing by school districts and the use by school districts of resolutions and referenda to authorize bonding for capital projects or increase revenue limits and scheduling of school district referendums to exceed revenue limi...

Bill Text and History

Against
Notification Date
1/20/2016
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 53
Senate Bill 53
Relating to: tax incremental financing project plan amendments and extending the life of a tax incremental district if the district is adversely impacted by statutory changes to the method of calculating equalized valuation. (FE)

Bill Text and History

2015 Wisconsin Act 254

For
Notification Date
1/20/2016
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 56
Senate Bill 56
Relating to: designation of tax incremental districts as distressed or severely distressed districts. (FE)

Bill Text and History

For
Notification Date
1/20/2016
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 57
Senate Bill 57
Relating to: redetermination of base value for tax incremental districts. (FE)

Bill Text and History

For
Notification Date
1/20/2016
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 257
Senate Bill 257
Relating to: lengthening the time during which tax increments may be allocated and expenditures for project costs may be made for Tax Incremental District Number One in the village of Weston. (FE)

Bill Text and History

For
Notification Date
10/19/2015
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 316
Senate Bill 316
Relating to: allowing the town of Freedom to create a tax incremental district in the same manner as a city or village. (FE)

Bill Text and History

For
Notification Date
1/20/2016
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 355
Senate Bill 355
Relating to: limitations on borrowing by school districts and the use by school districts of resolutions and referenda to authorize bonding for capital projects or increase revenue limits and scheduling of school district referendums to exceed revenue limi...

Bill Text and History

Against
Notification Date
1/20/2016
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.

Administrative Rulemaking Proceedings

Revises section Tax 2.495, relating to the apportionment of Wisconsin apportionable income of interstate brokers-dealers, investment advisers, investment companies, and underwriters. SS 117-14
Agency Name
Revenue

Subject
Revises section Tax 2.495, relating to the apportionment of Wisconsin apportionable income of interstate brokers-dealers, investment advisers, investment companies, and underwriters. SS 117-14

Register Number: 707 (12/1/2014)
For
Notification Date
1/20/2015
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

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
12/17/2014
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.

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
12/17/2014
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.

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
12/17/2014
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.

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
12/17/2014
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.

Total Lobbying Effort

  2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
Total Lobbying Expenditures 2015
January - June
$81,000.00
2015
July - December
$60,000.00
2016
January - June
$30,675.00
2016
July - December
$15,000.00
Total $186,675.00
Total Hours Communicating 2015
January - June
20.45
2015
July - December
7.25
2016
January - June
10.00
2016
July - December
2.50
Total 40.20
Total Hours Other 2015
January - June
25.50
2015
July - December
12.50
2016
January - June
18.50
2016
July - December
14.00
Total 70.50

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: lengthening the time during which tax increments may be allocated and expenditures for project costs may be made for Tax Incremental District Number One in the village of Weston. (FE)
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
29 %
2016
January - June
8 %
2016
July - December
Total 7 %
Relating to: lengthening the time during which tax increments may be allocated and expenditures for project costs may be made for Tax Incremental District Number One in the village of Weston. (FE)
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
2016
January - June
8 %
2016
July - December
Total 2 %
Relating to: allowing the town of Freedom to create a tax incremental district in the same manner as a city or village. (FE)
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
2016
January - June
8 %
2016
July - December
Total 2 %
Relating to: limitations on borrowing by school districts and the use by school districts of resolutions and referenda to authorize bonding for capital projects or increase revenue limits and scheduling of school district referendums to exceed revenue limits. (FE)
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
2016
January - June
8 %
2016
July - December
Total 2 %
Relating to: tax incremental financing project plan amendments and extending the life of a tax incremental district if the district is adversely impacted by statutory changes to the method of calculating equalized valuation. (FE)
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
2016
January - June
8 %
2016
July - December
Total 2 %
Relating to: designation of tax incremental districts as distressed or severely distressed districts. (FE)
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
2016
January - June
8 %
2016
July - December
Total 2 %
Relating to: redetermination of base value for tax incremental districts. (FE)
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
2016
January - June
8 %
2016
July - December
Total 2 %
Relating to: allowing the town of Freedom to create a tax incremental district in the same manner as a city or village. (FE)
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
2016
January - June
8 %
2016
July - December
Total 2 %
Relating to: limitations on borrowing by school districts and the use by school districts of resolutions and referenda to authorize bonding for capital projects or increase revenue limits and scheduling of school district referendums to exceed revenue limits. (FE)
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
2016
January - June
8 %
2016
July - December
Total 2 %
Relating to: tax incremental financing project plan amendments and extending the life of a tax incremental district if the district is adversely impacted by statutory changes to the method of calculating equalized valuation. (FE)
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
2016
January - June
9 %
2016
July - December
Total 3 %
Relating to: designation of tax incremental districts as distressed or severely distressed districts. (FE)
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
2016
January - June
9 %
2016
July - December
Total 3 %
Relating to: redetermination of base value for tax incremental districts. (FE)
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
2016
January - June
9 %
2016
July - December
Total 3 %

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
70 %
2015
July - December
2016
January - June
1 %
2016
July - December
Total 29 %

Topics Not Yet Assigned A Bill Or Rule Number

2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
15 %
2015
July - December
2016
January - June
2016
July - December
30 %
Total 11 %
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
15 %
2015
July - December
2016
January - June
2016
July - December
10 %
Total 8 %
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
71 %
2016
January - June
2016
July - December
30 %
Total 17 %
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
2016
January - June
2016
July - December
30 %
Total 4 %

Minor Efforts

No minor efforts found.

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures