Marnie Walters Baird
Investment adviser representative at American Money Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$844MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- American Money Management, LLCJun 2021 to now
- Wealth Quest Partners, Inc.Sep 2014 to Jul 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
American Money Management, LLC
$844MAssets managed
832Clients
11Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6150474
- Firm CRD
- 115357