Baer Wealth Management

Baer Wealth Management (CRD# 150555) is a financial advisory firm headquartered in Marietta, GA. They manage $249,725,000 in 639 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
101 Village Parkway, Building 1, Suite 200, Marietta, GA 30067
https://www.youtube.com/channel/ucc4vossppilzc8nqitbw-aa;
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    639
    ACCOUNTS
  • Average Account Value
    $390,806
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NH, TX

Financial Advisors at Baer Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth Baer, financial advisor Marietta GA
Kenneth J. Baer
CRD#: 4808528
101 Village Parkway, Building 1, Suite 200, Marietta, GA 30067

Kenneth Baer (CRD# 4808528) is an Investment Advisor Representative working at Baer Wealth Management in Marietta, GA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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