Michael Baer, financial advisor Alpharetta GA

Michael Baer

CRD Number: 6624409
Current Firm: Merit Financial Advisors

Michael Baer (CRD# 6624409) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 7 years of experience in the finance industry. Michael Baer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Merit Financial Group, LLC Alpharetta, GA Sep 2022 - Current 1
Lpl Financial, LLC Issaquah, WA Dec 2020 - Current 3
Triad Investment Management Issaquah, WA Dec 2020 - Sep 2022 1
Charles Schwab & Company, Inc. Bellevue, WA Mar 2016 - Dec 2020 4
Charles Schwab Bank Bellebue, WA Mar 2016 - Dec 2018 2
Unemployed Seattle, WA Dec 2015 - Mar 2016 < 1
Martial Arts Training Academy Seattle, WA Jan 2015 - Dec 2015 < 1
Washington State University Pullman, WA Aug 2012 - Dec 2015 3
Washington State University Pullman, WA Sep 2011 - Dec 2015 4
Blue Nile Seattle, WA Jul 2015 - Sep 2015 < 1
Urj Camp Kalsman Kirkland, WA Jul 2015 - Sep 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2016
S65 NASAA Investment Advisors Law Examination Jan 2017
Contact Info for Michael C. Baer
Phone Number: 678-867-7050
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    7,252
    MILLIONS
  • Total Number of Accounts
    25,088
    ACCOUNTS
  • Average Account Value
    $289,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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