Trent Baer, financial advisor Anchorage AK

Trent Baer

CRD Number: 3073879
Current Firm: Lpl Financial LLC
Compensation Model: Fee Only

Trent Baer (CRD# 3073879) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Anchorage, AK.  He has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Anchorage, AK Apr 2021 - Current 2
Wells Fargo Advisors Financial Network, LLC Anchorage, AK Feb 2017 - Apr 2021 4
Ameriprise Financial Services, Inc. Anchorage, AK Sep 2005 - Feb 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Aug 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Trent D. Baer
Phone Number: 704-733-3300
Registered State(s):
  • AK
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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