Adviser and broker representative · Robert W. Baird & Co. Incorporated
Julia M. Stelloh
CRD 7418352 · Denver, CO
At a glance
Julia M. Stelloh is an investment adviser representative with Robert W. Baird & Co. Incorporated in Denver, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Julia’s SEC record dates to 2022, about 4 years ago. Julia is also registered as a broker representative. Designations on file: Personal Financial Specialist.
Current advisory firm
- Robert W. Baird & Co. IncorporatedSince January 2022Denver, CO · $394B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 63
- Registered in
- 4 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Julia’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.