Michael Harold Possley

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

• 06/2015 → Present
  Robert W. Baird
  Chicago, IL

Other Businesses

Name/Address: The Legacy Guild 823 Burlington Ave Western Springs IL 60558 Start Date: 9/1/23 Hours Spent: 0-8 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Finance Committee Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2016-02-02

Other Names

• Michael Possley