Kevin Glen Baird

Employer firm

Seagull Lane Asset Management LLC CRD 282566

$208M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
FINANCIAL RESEARCH AND ANALYSIS/VARIABLE ANNUITY INVETMENT MANAGEMENT SERVICES

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

Current Employers

Seagull Lane Asset Management Llc

19671 Beach Blvd, Ste 426, Huntington Beach, CA 92648 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-15

CA RA
APPROVED

Since 2025-04-15

Branch Locations

19671 Beach Blvd, Ste 426, Huntington Beach, CA 92648 • United States

United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2011-07-20

CA RA
APPROVED

Since 2011-07-20

Branch Locations

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES

222 E Carrillo St #304, Santa Barbara, CA 93101 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
United Planners' Financial Services	Scottsdale	AZ	07/2011	Present
Baird Wealth Stratigies Group	Santa Barbara	CA	01/1990	Present
Kevin Baird	Santa Barbara	CA	03/2011	Present
Baird Wealth Strategy Group Llc	Santa Barbara	CA	02/2011	Present
Baird Wealth Strategy Group	Santa Barbara	CA	03/2011	Present
Rental Home	Colorado Springs	CO	09/2020	Present
Vacation Rental Home	Carpinteria	CA	08/2021	Present
Seagull Lane Asset Management Llc	Santa Barbara	CA	05/2025	Present

07/2011 → Present

United Planners' Financial Services

Scottsdale, AZ
01/1990 → Present

Baird Wealth Stratigies Group

Santa Barbara, CA
03/2011 → Present

Kevin Baird

Santa Barbara, CA
02/2011 → Present

Baird Wealth Strategy Group Llc

Santa Barbara, CA
03/2011 → Present

Baird Wealth Strategy Group

Santa Barbara, CA
09/2020 → Present

Rental Home

Colorado Springs, CO
08/2021 → Present

Vacation Rental Home

Carpinteria, CA
05/2025 → Present

Seagull Lane Asset Management Llc

Santa Barbara, CA

Previous Registrations

2010-11-22 → 2011-07-29

Householder Group Financial Advisors, Llc

Santa Barbara, CA
1998-07-22 → 2010-12-01

Lpl Financial Llc

Santa Barbara, CA

Santa Barbara, CA

Other Businesses

1.) KEVIN BAIRD - AGENT- SELL AND MARKET NON-VARIABLE INSURANCE LIKE LIFE AND HEALTH - SANTA BARBARA, CA - SINCE 03/2011 - INVESTMENT RELATED 2.) BAIRD WEALTH STRATEGY GROUP LLC - PRESIDENT - LLC FOR BUSINESS & TAX PURPOSES, PASS THROUGH ACCOUNT - SANTA BARBARA, CA - SINCE 02/2011 - NOT INVESTMENT RELATED 3.) BAIRD WEALTH STRATEGY GROUP - PRESIDENT - MARKETING INVESTMENTS, INSURANCE AND ADVISORY BUSINESS - SANTA BARBARA, CA - SINCE 03/2011 - INVESTMENT RELATED 4.) RENTAL HOME - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES, PROPERTY MANAGEMENT - COLORADO SPRINGS, CO - SINCE 09/2020 - INVESTMENT RELATED 5.) VACATION RENTAL HOME - N/A - REAL ESTATE SALES/RENTAL PROPERTIES, PROPERTY MANAGEMENT - CARPINTERIA, CA - SINCE 08/2021 - INVESTMENT RELATED 6.) BAIRD WALKER WEALTH STRATEGY GROUP - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - SANTA BARBARA, CA - SINCE 05/2024 - INVESTMENT RELATED 7.) SEAGULL LANE ASSET MANAGEMENT LLC - IAR - REGISTERED INVESTMENT ADVISOR - SANTA BARBARA, CA - SINCE 05/2025 - INVESTMENT RELATED 8.) ROTARY CLUB OF CARPINTERIA - CLUB MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - CARPINTERIA, CA - SINCE 03/2026 - NOT INVESTMENT RELATED

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1990-10-26

S63 Uniform Securities Agent State Law Examination

1990-10-26

Other Names

Kevin Baird

View on SEC IAPD