Marnie Baird has been Chief Compliance Officer of American Money Management since September 2025, is a control person of the firm and directly owns under 5% of it. Marnie Baird studied at San Diego State University.
American Money Management, LLC is a Rancho Santa Fe, CA firm with $844M under management, 832 clients and 11 advisers across 5 offices, as of its March 2026 filing.
Marnie Baird is Financial Planner, Chief Compliance Officer of American Money Management, LLC. Baird has worked in financial planning first with Wealth Quest Partners, Inc. and now with American Money Management, LLC, and took on the additional role of Chief Compliance Officer in 2025. Baird assists those nearing retirement with their financial planning and helps younger generations understand planning early for financial goals, including retirement.
Marnie Baird’s longest registration is the current one, 5 years at American Money Management since 2021. Before joining American Money Management in 2021, Marnie Baird was registered through Wealth Quest Partners, Inc.
- – present · 5 yearsRancho Santa Fe, CA · Adviser representative · Firm CRD 115357
- Wealth Quest Partners, Inc.– · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 173545
Professional designations
Listed by American Money Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Marnie Baird is registered as an investment adviser representative in California, since June 2021.
- CaliforniaSince 23 June 2021
Examinations
No examinations are on Marnie Baird’s record.
- Full name
- Marnie Walters Baird
- CRD
- 6150474
- Firm
- American Money Management · CRD 115357
- Role
- Chief Compliance Officer
- Office
- 14249 RANCHO SANTA FE FARMS ROAD, Rancho Santa Fe, CA 92067
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- amminvest.com
Where does Marnie Baird work?
Marnie Baird has been Chief Compliance Officer of American Money Management, LLC since September 2025, and is a control person of the firm.
Is Marnie Baird a financial advisor?
Yes. Marnie Baird has a current investment-adviser registration in California, through American Money Management since June 2021.
How many years of experience does Marnie Baird have?
Marnie Baird has 7 years in the financial industry, since March 2019, across 2 adviser firms.
Where is Marnie Baird based?
Marnie Baird’s registered office is in Rancho Santa Fe, CA.
Is Marnie Baird registered with FINRA?
No. Marnie Baird has no current broker registration.
Is Marnie Baird a CFP?
American Money Management lists Marnie Baird with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Marnie Baird’s record?
Search CRD 6150474 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marnie Baird’s full registration record.