Karen BaerCRD Number: 1325661
Current Firm: Associated Investment Services, Inc.
Karen Baer (CRD# 1325661) is an Investment Advisor Representative working at Associated Investment Services, Inc. in New Berlin, WI and has over 32 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Associated Investment Services, Inc.||Green Bay, WI||Dec 1997 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1984|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Total Assets Under Management309MILLIONS
Total Number of Accounts2,080ACCOUNTS
Average Account Value$148,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IL, LA, MI, MN, TX, WI