Michael Baer, financial advisor Erie PA

Michael Baer

CRD Number: 6735952
Current Firm: Kalos Management

Michael Baer (CRD# 6735952) is an Investment Advisor Representative working at Kalos Management in Erie, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Kalos Capital Alpharetta, GA Dec 2018 - Current 3
Kalos Management Alpharetta, GA Dec 2018 - Current 3
Madison Avenue Securities, LLC San Diego, CA Sep 2017 - Dec 2018 1
Madison Avenue Securities, LLC San Diego, CA Mar 2017 - Sep 2017 < 1
Unemployed Erie, PA Sep 2016 - Dec 2016 < 1
Pazzo's Restaurant Lexington, KY Apr 2012 - Sep 2016 4
Charlie Brown's Lexington, KY Aug 2009 - Apr 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Michael R. Baer
Phone Number: 678-356-1100
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    302
    MILLIONS
  • Total Number of Accounts
    3,373
    ACCOUNTS
  • Average Account Value
    $89,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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