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Aimee E Morrin

Robert W. Baird & Co. Incorporated

Oakbrook Terrace, IL

Chicago, IL

CRD 2975400

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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:

Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-12-14
TX RA APPROVED 2022-12-13
IL RA APPROVED 2022-09-14
  • FL RA
    APPROVED
    Since 2022-12-14
  • TX RA
    APPROVED
    Since 2022-12-13
  • IL RA
    APPROVED
    Since 2022-09-14

Branch Locations

Two Mid America Plaza Suite 904, Oakbrook Terrace, IL 60181 • United States

Chicago, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wayne Hummer Investments Chicago IL 08/2003 09/2022
Robert W. Baird Oakbrook Terrace IL 09/2022 Present
  • 08/2003 → 09/2022
    Wayne Hummer Investments
    Chicago, IL
  • 09/2022 → Present
    Robert W. Baird
    Oakbrook Terrace, IL
Previous Registrations
  • 2011-06-21 → 2022-09-14
    Wintrust Investments Llc
    Chicago, IL
    Glen Ellyn, IL
    Chicago, IL
    Chicago, IL
  • 2003-08-28 → 2006-12-31
    Great Lakes Advisors, Llc
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-30
  • S66 Uniform Combined State Law Examination
    2000-08-30
Designations
  • Certified Financial Planner
Other Names
  • Aimee E Gaffield

View on SEC IAPD

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