TrueAdvisor
TrueAdvisor
AM
CFP
AM
CFP

Aimee Morrin

Robert W. Baird & CO. Incorporated
25 Years of Experience
Oakbrook Terrace, IL
Broker
View SEC Summary
View SEC Summary

Aimee Morrin is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Oakbrook Terrace, IL, with 25 years of industry experience. Aimee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

View Full SEC Brochure

Location

Two Mid America Plaza, Suite 904, Oakbrook Terrace, IL, 60181

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
September 2022 - Present · 4 yrs 2 mos
Robert W. Baird & CO. Incorporated
September 2022 - Present · 4 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
September 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wintrust Investments
June 2011 - September 2022 · 11 yrs 3 mos
Wayne Hummer Asset Management Company
August 2003 - December 2006 · 3 yrs 4 mos
Wintrust Investments LLCBroker
August 2003 - September 2022 · 19 yrs 1 mo
Kms Financial Services, INC.Broker
May 2000 - February 2003 · 2 yrs 9 mos
State Registrations29 states
AKAZCACODCFLGAHIILINKYMAMDMIMNNCNYOHORPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Oakbrook Terrace, IL →All financial advisors in Illinois →