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General Counsel, Secretary · Robert W. Baird & Co. Incorporated

Paul Lee Schultz

CRD 1965163 · Named on Form ADV at 8 SEC-registered advisers

At a glance

Robert W. Baird & Co. Incorporated, an SEC-registered broker-dealer firm based in Milwaukee, WI with $394.1 billion in regulatory assets, lists Paul Lee Schultz on its Form ADV as General Counsel, Secretary, a control person. The SEC filings also name Paul at 7 other registered advisers.

Firms and roles

AtlasMembers

Paul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
8 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (13)

8 more people named with Paul on the same filings, with titles and firms. Free in Atlas with a free account.

See all 13 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.