Mikayla Rae Morgan

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

• 08/2015 → 05/2018
  Arizona Christian University Library
  Phoenix, AZ
• 05/2017 → 09/2018
  Aspire Business Consultants
  Glendale, AZ
• 01/2018 → 06/2018
  Sky Search Partners
  Phoenix, AZ
• 10/2018 → 12/2019
  Charles Schwab & Co
  Phoenix, AZ
• 08/2014 → 05/2018
  Arizona Christian University
  Phoenix, AZ
• 01/2020 → 02/2022
  Lockton Companies Llc
  Scottsdale, AZ
• 01/2020 → 12/2021
  Lockton Financial Advisors, Llc
  Scottsdale, AZ
• 10/2020 → 12/2021
  Lockton Investment Advisors Llc
  Scottsdale, AZ
• 12/2021 → 07/2024
  Creative Planning, Llc
  Overland Park, KS
• 07/2024 → Present
  Baird
  Scottsdale, AZ

Previous Registrations

• 2021-12-19 → 2024-07-08
  Creative Planning
  Scottsdale, AZ
  Overland Park, KS
  Anthem, AZ
• 2020-12-03 → 2021-12-31
  Lockton Investment Advisors, Llc
  Kansas City, MO
  Scottsdale, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-08-07
• S66 Uniform Combined State Law Examination
  2020-12-02

Other Names

• Mikayla Morgan