Morgan Allen
Baird Associate Financial Advice Team
- Role
- Pwm Financial Advisor Foundations Associate at Baird
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Morgan Allen
I recently graduated from Creighton University with a degree in Finance and joined Baird…
Experience
Pwm Financial Advisor Foundations Associate
Jun 2025 — Present
I’m part of the Financial Advisor Foundations Program at Baird—a two-year rotational program designed to prepare the next generation of Financial Advisors. It combines training, hands-on client experience, and exposure to key areas of Private Wealth Management. The program includes three phases: education, skill application, and team rotations, all leading toward a full-time role on an advisory team.Currently pursuing a master’s in Financial Planning & Psychology, and working toward the Series 7, Series 66, and CFP certification. Completed the SIE and hold life and health & accident insurance licenses in Wisconsin and Nebraska.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.