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
By the Numbers
-
Total Assets Under Management250MILLION
-
Total Number of Accounts639ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, NH, TX
Financial Advisors at Baer Wealth Management
1
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.
2
Lisa Helin (CRD# 7898852) is an Investment Advisor Representative working at Baer Wealth Management in Marietta, GA and has 1 year of experience in the finance industry.
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