Micah Joseph Burch

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

• 05/2016 → 09/2016
  Unemployed
  Eau Claire, WI
• 09/2016 → 12/2016
  University Of Wisconsin River Falls
  River Falls, WI
• 10/2016 → 01/2017
  Iris
  Glendale, WI
• 01/2017 → 05/2019
  University Of Wisconsin Eau Claire
  Eau Claire, WI
• 05/2017 → 12/2017
  Midwest Select Insurance Group
  Eau Claire, WI
• 11/2017 → 12/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 11/2018 → 12/2024
  Northwestern Mutual Investment Services Llc
  Eau Claire, WI
• 09/2019 → 12/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 12/2024 → Present
  Robert W Baird & Co
  Eau Claire, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-03-18

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Micah Joseph Burch