Kirk Baur, financial advisor Marlton NJ

Kirk Baur

CRD Number: 2957374
Current Firm: Integrated Wealth Concepts LLC

Kirk Baur (CRD# 2957374) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Marlton, NJ and has over 26 years of experience in the finance industry.

Similar Advisors
Thomas Corcimiglia, financial advisor Marlton NJ
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Frank Speace, financial advisor Marlton NJ
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Joseph Abbruzzi, financial advisor Marlton NJ
Joseph R. Abbruzzi
CRD# 1272342
Lpl Financial LLC
Company Name Location Dates Years
Integrated Wealth Concepts, LLC Marlton, NJ May 2019 - Current 4
Lpl Financial LLC Marlton, NJ Jul 2014 - Current 9
Davinci Financial Designs LLC Marlton, NJ Jul 2014 - May 2019 4
First Command Financial Planning Inc. Fort Worth, TX Oct 2006 - Jul 2014 7
First Command Financial Services, Inc. Fort Worth, TX Oct 2006 - Jul 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Aug 2003
Contact Info for Kirk H. Baur
Phone Number: (781) 890-3045
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    7,466
    MILLIONS
  • Total Number of Accounts
    17,089
    ACCOUNTS
  • Average Account Value
    $436,887
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
  • Pension consulting services
  • 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, WY

Ready to hire a financial advisor? Get competitive proposals from Kirk Baur and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.