Charles Baier, financial advisor Lisle IL

Charles Baier

CRD Number: 5056481
Current Firm: Good Life Advisors, LLC

Charles Baier (CRD# 5056481) is an Investment Advisor Representative working at Good Life Advisors, LLC in Lisle, IL and has over 18 years of experience in the finance industry. Charles Baier 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
Good Life Advisors, LLC Reading, PA Sep 2021 - Current 2
Lpl Financial LLC Lisle, IL May 2015 - Current 8
Level Four Advisory Services, LLC Lisle, IL Apr 2020 - Sep 2021 1
Opus Wealth Management Group Batavia, IL May 2015 - Apr 2020 4
Metropolitan Life Insurance Company Downers Grove, IL Oct 2005 - May 2015 9
Metlife Securities Downers Grove, IL Oct 2005 - May 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Charles W. Baier
Phone Number: 610-898-6927
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,381
    MILLIONS
  • Total Number of Accounts
    16,127
    ACCOUNTS
  • Average Account Value
    $147,639
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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