Gary D. Love
ROBERT W. BAIRD & CO.
Rockford, IL 61114
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CRD#: 2925172
Professional summary
Gary Daniel Love, CFP®, CPWA® is a registered financial advisor currently at ROBERT W. BAIRD & CO. INCORPORATED located in Rockford, Illinois.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Gary has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name/Address: Rockford Christian Church 1401 Bell School Road Rockford IL, 61107 Start Date: 9/16/20 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Investment/Finance Committee Investment Related
CRS (Client Relationship Summary) - RIA
Click below to view Gary Daniel Love's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Gary Daniel Love's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
CPWA®
Start date: 2016-07-13
Expire date: 2024-05-31
Experience
Current
January 29, 2010 - Present
ROBERT W. BAIRD & CO. INCORPORATED
Office #1: 2601 Reid Farm Rd Suite A, Rockford, IL 61114RIA
BD
CRD#: 8158
Rockford, IL
Current
January 29, 2010 - Present
ROBERT W. BAIRD & CO. INCORPORATED
Office #1: 2601 Reid Farm Rd Suite A, Rockford, IL 61114RIA
BD
CRD#: 8158
Rockford, IL
Past
March 8, 2007 - February 16, 2010
KLAAS FINANCIAL ASSET ADVISORS, LLC.
RIA
CRD#: 121399
LOVES PARK, IL
Past
January 20, 2005 - February 3, 2010
INVESTACORP ADVISORY SERVICES INC
RIA
CRD#: 109011
LOVES PARK, IL
Past
September 9, 2004 - February 2, 2010
INVESTACORP, INC.
BD
CRD#: 7684
LOVES PARK, IL
Past
September 9, 2003 - February 25, 2004
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
ROCKFORD, IL
Past
September 9, 2003 - February 25, 2004
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
Past
April 16, 2003 - August 7, 2003
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
MACHESNEY PARK, IL
Past
March 27, 2003 - August 7, 2003
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
July 15, 2002 - March 25, 2003
KLAAS FINANCIAL ASSET ADVISORS, LLC.
RIA
CRD#: 121399
ROCKFORD, IL
Past
July 9, 2002 - January 28, 2003
INVESTACORP ADVISORY SERVICES INC
RIA
CRD#: 109011
ROCKFORD, IL
Past
September 5, 1997 - January 24, 2003
INVESTACORP, INC.
BD
CRD#: 7684
MIAMI, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ROBERT W. BAIRD & CO. INCORPORATED
BAIRD | THE DDK GROUP | ROBERT W. BAIRD & CO. INCORPORATED | CHAUTAUQUA CAPITAL MANAGEMENT | BAIRD PRIVATE WEALTH MANAGEMENT | BAIRD PRIVATE ASSET MANAGEMENT | BAIRD INSTITUTIONAL EQUITIES & RESEARCH | BAIRD GENERATIONAL WEALTH GROUP | BAIRD EQUITY ASSET MANAGEMENT | BAIRD ADVISORS
CRD#: 8158 / SEC#: 801-7571, 8-497
RIA
Registered Investment Advisory firm - SEC (7/14/1971 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/28/2015)
RR
Arkansas(7/29/2025)
RR
California(5/8/2024)
RR
Colorado(6/22/2010)
RR
Florida(1/29/2010)
IAR
Florida(8/23/2018)
RR
Idaho(7/9/2025)
RR
Illinois(1/29/2010)
IAR
Illinois(1/29/2010)
RR
Iowa(1/29/2010)
RR
Kentucky(2/1/2022)
RR
Maryland(8/29/2023)
RR
Massachusetts(3/25/2024)
RR
Michigan(1/23/2013)
RR
Nevada(1/31/2023)
RR
New Mexico(7/17/2015)
RR
North Carolina(1/2/2018)
RR
Ohio(10/26/2018)
RR
South Carolina(7/9/2013)
RR
South Dakota(11/7/2012)
RR
Tennessee(7/30/2019)
RR
Texas(1/5/2012)
IAR
Texas(2/3/2017)
RR
Wisconsin(1/29/2010)
IAR
Wisconsin(1/29/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
ROBERT W. BAIRD & CO. INCORPORATED
BAIRD | THE DDK GROUP | ROBERT W. BAIRD & CO. INCORPORATED | CHAUTAUQUA CAPITAL MANAGEMENT | BAIRD PRIVATE WEALTH MANAGEMENT | BAIRD PRIVATE ASSET MANAGEMENT | BAIRD INSTITUTIONAL EQUITIES & RESEARCH | BAIRD GENERATIONAL WEALTH GROUP | BAIRD EQUITY ASSET MANAGEMENT | BAIRD ADVISORS
CRD#: 8158 / SEC#: 801-7571, 8-497
RIA
Registered Investment Advisory firm - SEC (7/14/1971 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391
Mailing Address
P.o. Box 672, Milwaukee, WI 53201
Phone number
(414) 765-3500
Established
Wisconsin since 12/29/1919
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
4,175
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BAIRD FINANCIAL CORPORATION | SHAREHOLDER | |
| BOOTH, STEVEN GREGORY | CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER | 2147388 |
| DAHLBERG, ERIK CHARLES | DIRECTOR | 1650544 |
| GRAVERSON, CHRISTA LYNN | CHIEF COMPLIANCE OFFICER | 4912961 |
| LAWTON, PATRICK STEVEN | DIRECTOR | 1007318 |
| MAXWELL, TERRANCE PATRICK | CHIEF FINANCIAL OFFICER, DIRECTOR | 1463158 |
| PALMER, ANGELA MARIE | REGISTERED INVESTMENT ADVISOR CCO | 4915568 |
| SCHROEDER, MICHAEL JOHN | DIRECTOR | 1483012 |
| SCHULTZ, PAUL LEE | GENERAL COUNSEL, SECRETARY | 1965163 |
| STANEK, MARY ELLEN | DIRECTOR | 2006493 |
| THUROW, LAURA K | CHIEF OPERATIONS OFFICER | 3193702 |
Regulatory assets under management
| Total Number of Accounts | 350,776 |
| AUM (Assets Under Management) | $ 342,142,869,924 |
Disclosures
| Regulatory Event | 43 |
| Arbitration | 31 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2024 | ||
| 11/15/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
