Brenda Baier, financial advisor Westfield IN

Brenda Baier

CRD Number: 2899458
Current Firm: Fiduciary Financial Advisors

Brenda Baier (CRD# 2899458) is an Investment Advisor Representative working at Fiduciary Financial Advisors in Westfield, IN and has over 26 years of experience in the finance industry. Brenda 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
Fiduciary Financial Advisors Grand Rapids, MI Jun 2023 - Current < 1
Shoreline Asset Management, LLC New Castle, IN Oct 2015 - Jun 2023 7
Market Street Wealth Management Advisors, LLC Indianapolis, IN Oct 2014 - Sep 2015 < 1
Hufford Advisors, LLC Indianapolis, IN Nov 2011 - Sep 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1997
S65 NASAA Investment Advisors Law Examination Aug 1997
Contact Info for Brenda K. Baier
Phone Number: 6166223062
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    555
    MILLIONS
  • Total Number of Accounts
    1,294
    ACCOUNTS
  • Average Account Value
    $429,228
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
  • Other
Types of Clients
Registered States

AL, CA, CO, FL, IL, IN, MI, MN, NC, NE, NH, NY, OH, OR, TN, TX, WI

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