Ann Marie Muck

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

• 07/2022 → 07/2023
  Fidelity Investments
  Greenwood Village, CO
• 05/2022 → 07/2022
  Unemployed
  Crestview Hills, KY
• 08/2021 → 05/2022
  Full-Time Education
  Dayton, OH
• 06/2021 → 08/2021
  Fidelity Investments
  Covington, KY
• 07/2020 → 06/2021
  Full-Time Education
  Dayton, OH
• 06/2020 → 07/2020
  Fidelity Investments
  Covington, KY
• 12/2019 → 06/2020
  Full-Time Education
  Dayton, OH
• 08/2019 → 12/2019
  University Of Dayton Office Of Learning Resources
  Dayton, OH
• 05/2018 → 08/2019
  Unemployed
  Crestview Hills, KY
• 09/2014 → 05/2018
  Full-Time Education
  Park Hills, KY
• 07/2023 → 03/2024
  Fidelity Investments
  Greenwood Village, CO
• 04/2024 → Present
  Robert W. Baird & Co. Inc.
  Denver, CO

Previous Registrations

• 2023-08-08 → 2024-03-08
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-07-31
• S63 Uniform Securities Agent State Law Examination
  2022-11-07

Other Names

• Annie Marie Muck