AM
CFP
AM
CFP

Aimee Morrin

25 Years of Experience
Oakbrook Terrace, IL
Broker

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. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

Loading...

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 · 3 yrs 10 mos
Robert W. Baird & CO. Incorporated
September 2022 - Present · 3 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
September 2022 - Present · 3 yrs 10 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 Registrations24 states
AKCACOFLGAHIILINKYMIMNNCNYORPARISCTNTXUTVAVTWAWI
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.
Aimee Morrin - Financial Advisor | TrueAdvisor