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
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
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| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |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| Eric J Petersen | Exclusive Duties N/A | Authorized On 12/11/2014 | Withdrawn On N/A |
| Gregory Hubbard | Exclusive Duties N/A | Authorized On 12/11/2014 | Withdrawn On 1/21/2015 |
| AJ Wilson | Exclusive Duties N/A | Authorized On 12/11/2014 | Withdrawn On 7/31/2015 |
| Dawn Marie Peterson | Exclusive Duties N/A | Authorized On 12/17/2014 | Withdrawn On N/A |
| Joe K Leibham | Exclusive Duties N/A | Authorized On 1/21/2015 | Withdrawn On N/A |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
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
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.
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 Date1/20/2016
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
Relating to: designation of tax incremental districts as distressed or severely distressed districts. (FE)
Bill Text and History
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.
Relating to: designation of tax incremental districts as distressed or severely distressed districts. (FE)
Bill Text and History
For
Notification Date1/20/2016
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
Relating to: redetermination of base value for tax incremental districts. (FE)
Bill Text and History
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.
Relating to: redetermination of base value for tax incremental districts. (FE)
Bill Text and History
For
Notification Date1/20/2016
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
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
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.
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 Date10/19/2015
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
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
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.
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 Date1/20/2016
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
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
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.
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 Date1/20/2016
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
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
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.
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 Date1/20/2016
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
Relating to: designation of tax incremental districts as distressed or severely distressed districts. (FE)
Bill Text and History
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.
Relating to: designation of tax incremental districts as distressed or severely distressed districts. (FE)
Bill Text and History
For
Notification Date1/20/2016
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
Relating to: redetermination of base value for tax incremental districts. (FE)
Bill Text and History
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.
Relating to: redetermination of base value for tax incremental districts. (FE)
Bill Text and History
For
Notification Date1/20/2016
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
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
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.
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 Date10/19/2015
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
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
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.
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 Date1/20/2016
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
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
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.
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 Date1/20/2016
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
Scope Statement
Register Number: 707 (12/1/2014)
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.
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
Scope Statement
Register Number: 707 (12/1/2014)
For
Notification Date1/20/2015
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
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.
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.
Development, drafting or introduction of a proposal relating to
Issues related to Tax Incremental Financing
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.
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.
Development, drafting or introduction of a proposal relating to
Issues related to funds held in trust for post-employment benefits
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.
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.
Development, drafting or introduction of a proposal relating to
Tax laws related to in-state broker dealers
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.
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
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
| 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
Issues related to the issuance of bonds or other obligation by the state, public schools, technical colleges, or local governments
| 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.