Fluent Financial, LLC

Fluent Financial, LLC (CRD# 170041) is a financial advisory firm headquartered in Dallas, TX. They manage $287,799,934 in 1,116 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
14800 Landmark Blvd., Suite 848, Dallas, TX 75254
http://www.fluentfinancial.com
By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    1,116
    ACCOUNTS
  • Average Account Value
    $257,885
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Fluent Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael Baer, financial advisor Dallas TX
Michael J. Baer
CRD#: 6714043
14800 Landmark Blvd., Suite 848, Dallas, TX 75254

Michael Baer (CRD# 6714043) is an Investment Advisor Representative working at Fluent Financial, LLC in Dallas, TX and has over 7 years of experience in the finance industry.

2
Mitchell Kramer, financial advisor Dallas TX
Mitchell S. Kramer
CRD#: 2728798
14800 Landmark Blvd., Suite 848, Dallas, TX 75254

Mitchell Kramer (CRD# 2728798) is an Investment Advisor Representative working at Fluent Financial, LLC in Dallas, TX and has over 27 years of experience in the finance industry.

3
Trey Talley, financial advisor Dallas TX
Trey W. Talley
CRD#: 6824462
14800 Landmark Blvd., Suite 848, Dallas, TX 75254

Trey Talley (CRD# 6824462) is an Investment Advisor Representative working at Fluent Financial, LLC in Dallas, TX and has over 6 years of experience in the finance industry.

4
Nikita Potapov Filin, financial advisor Dallas TX
Nikita A. Potapov Filin
CRD#: 7668037
14800 Landmark Blvd., Suite 848, Dallas, TX 75254

Nikita Potapov Filin (CRD# 7668037) is an Investment Advisor Representative working at Fluent Financial, LLC in Dallas, TX and has 1 year 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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