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Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Eric J Petersen Exclusive Duties Yes Authorized On 12/22/2020 Withdrawn On N/A

Lobbying Interests

Budget Bill Subjects

Administration: Attached Divisions and Other Bodies
Biennial budget bill treatment of matter relating to
Administration: Attached Divisions and Other Bodies

Notification Date
3/9/2021
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.

Administration: Departmentwide
Biennial budget bill treatment of matter relating to
Administration: Departmentwide

Notification Date
3/9/2021
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
3/9/2021
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.

Technical College System Board
Biennial budget bill treatment of matter relating to
Technical College System Board

Notification Date
3/9/2021
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
3/9/2021
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

Local Tax Exemption
Development, drafting or introduction of a proposal relating to
Local Tax Exemption

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/21/2021
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.

University Organization
Development, drafting or introduction of a proposal relating to
University Organization

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/21/2021
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

  2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
Total Lobbying Expenditures 2021
January - June
$30,000.00
2021
July - December
$30,000.00
2022
January - June
$30,000.00
2022
July - December
$30,000.00
Total $120,000.00
Total Hours Communicating 2021
January - June
10.00
2021
July - December
10.00
2022
January - June
5.00
2022
July - December
5.00
Total 30.00
Total Hours Other 2021
January - June
15.50
2021
July - December
10.00
2022
January - June
20.00
2022
July - December
30.00
Total 75.50

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

No legislative bills/resolutions found.

Budget Bill Subjects

2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
10%
2021
July - December
2022
January - June
2022
July - December
Total 3%
2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
15%
2021
July - December
30%
2022
January - June
20%
2022
July - December
10%
Total 18%
2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
15%
2021
July - December
2022
January - June
2022
July - December
Total 4%
2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
15%
2021
July - December
2022
January - June
2022
July - December
Total 4%
2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
15%
2021
July - December
2022
January - June
2022
July - December
Total 4%

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
15%
2021
July - December
35%
2022
January - June
40%
2022
July - December
40%
Total 33%
2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
15%
2021
July - December
35%
2022
January - June
30%
2022
July - December
40%
Total 31%

Minor Efforts

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2021
January - June
2021
July - December
2022
January - June
2022
July - December
Total
2021
January - June
2021
July - December
2022
January - June
10%
2022
July - December
10%
Total 6%

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures