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:
Steve Booth
Senior Compliance Officer

Contact
HM
Heather Melzer
P.O. Box 672
Milwaukee, WI 53201
(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Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Eric J Petersen Exclusive Duties Yes Authorized On 12/17/2018 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 310
Assembly Bill 310
Relating to: holding a referendum to increase a political subdivision's levy limit. (FE)

Bill Text and History

2019 Wisconsin Act 126

Other
Notification Date
7/17/2019
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 291
Senate Bill 291
Relating to: holding a referendum to increase a political subdivision's levy limit. (FE)

Bill Text and History

Other
Notification Date
7/17/2019
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

Financial Institutions
Biennial budget bill treatment of matter relating to
Financial Institutions

Notification Date
3/14/2019
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.

Housing and Economic Development Authority: Departmentwide
Biennial budget bill treatment of matter relating to
Housing and Economic Development Authority: Departmentwide

Notification Date
3/14/2019
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.

Housing and Economic Development Authority: Development Loan Guarantees
Biennial budget bill treatment of matter relating to
Housing and Economic Development Authority: Development Loan Guarantees

Notification Date
3/14/2019
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.

Housing and Economic Development Authority: Homeownership and Mortgage Assistance
Biennial budget bill treatment of matter relating to
Housing and Economic Development Authority: Homeownership and Mortgage Assistance

Notification Date
3/14/2019
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.

Wisconsin Economic Development Corporation
Biennial budget bill treatment of matter relating to
Wisconsin Economic Development Corporation

Notification Date
3/14/2019
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 Governor Evers' Public Health Emergency Declaration and COVID-19 Response
Development, drafting or introduction of a proposal relating to
Issues related to Governor Evers' Public Health Emergency Declaration and COVID-19 Response

Action Intended To Affect
Both Legislative matter and rule

Notification Date
4/2/2020
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

  2019
January - June
2019
July - December
2020
January - June
2020
July - December
Total
Total Lobbying Expenditures 2019
January - June
$30,000.00
2019
July - December
$30,000.00
2020
January - June
$30,000.00
2020
July - December
$30,000.00
Total $120,000.00
Total Hours Communicating 2019
January - June
9.25
2019
July - December
4.00
2020
January - June
5.00
2020
July - December
1.75
Total 20.00
Total Hours Other 2019
January - June
41.00
2019
July - December
22.50
2020
January - June
11.50
2020
July - December
23.50
Total 98.50

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: holding a referendum to increase a political subdivision's levy limit. (FE)
2019
January - June
2019
July - December
2020
January - June
2020
July - December
Total
2019
January - June
2019
July - December
25%
2020
January - June
2020
July - December
Total 6%
Relating to: holding a referendum to increase a political subdivision's levy limit. (FE)
2019
January - June
2019
July - December
2020
January - June
2020
July - December
Total
2019
January - June
2019
July - December
25%
2020
January - June
2020
July - December
Total 6%

Budget Bill Subjects

2019
January - June
2019
July - December
2020
January - June
2020
July - December
Total
2019
January - June
20%
2019
July - December
10%
2020
January - June
20%
2020
July - December
20%
Total 18%
2019
January - June
2019
July - December
2020
January - June
2020
July - December
Total
2019
January - June
20%
2019
July - December
10%
2020
January - June
20%
2020
July - December
20%
Total 18%
2019
January - June
2019
July - December
2020
January - June
2020
July - December
Total
2019
January - June
20%
2019
July - December
10%
2020
January - June
20%
2020
July - December
20%
Total 18%
2019
January - June
2019
July - December
2020
January - June
2020
July - December
Total
2019
January - June
20%
2019
July - December
10%
2020
January - June
20%
2020
July - December
20%
Total 18%
2019
January - June
2019
July - December
2020
January - June
2020
July - December
Total
2019
January - June
20%
2019
July - December
10%
2020
January - June
20%
2020
July - December
20%
Total 18%

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

No topics found.

Minor Efforts

No minor efforts found.

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures