Laurie beth Baird
Investment adviser representative at Cerity Partners LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$161.7BFirm 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cerity Partners LLCApr 2023 to now
- Argi Investment Services, LLCNov 2022 to Apr 2023
- Dmlo Wealth Management LLCAug 2021 to Nov 2022
- Deming, Malone, Livesay & Ostroff, P.S.C. (dba "dmlo Cpas")Aug 2019 to Nov 2022
- David Randall Investments, LLCMay 2019 to Nov 2022
- Lbc Properties, LLCFeb 2017 to Nov 2022
- PNC Wealth ManagementAug 2013 to Aug 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (KY).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 7425271
- Firm CRD
- 151559