Moira K. Moran

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2002 → Present
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
• 02/2002 → Present
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI

Other Businesses

Name/Address: Whitefish Bay High School Parent Association 1200 E Fairmont Ave Whitefish Bay WI 53217 Start Date: 9/1/21 Hours Spent: 0-3 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Board Member; Treasurer Non Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2003-01-28

Other Names

• Moira Jeanne Kinnally
• Moira Kinnally Moran