linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brenda Kay Baier

Fiduciary Financial Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brenda? Claim Your Profile

About Brenda Kay Baier

Brenda Kay Baier is an Investment Advisor Representative associated with Fiduciary Financial Advisors. Brenda has been working in the financial industry since June 1997. Brenda is a Certified Financial Planner. Brenda's professional experience includes Shoreline Asset Management, LLC, Market Street Wealth Management Advisors, LLC and Fiduciary Financial Advisors. Brenda has her Series 6, Series 63, and Series 65 licenses. Brenda provides financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Brenda has specialized expertise in investment and financial planning for corporations and individuals.

Firm Information

Brenda Baier is currently registered with Fiduciary Financial Advisors. Fiduciary Financial Advisors is an investment advisor registered with the SEC based in GRAND RAPIDS, MI. The firm manages approximately $555,420,848 in assets for 1,294 clients, including individuals, corporations, charitable organizations, and pension plans. The firm specializes in financial planning and portfolio management for individuals and businesses. They offer a wrap fee program and provide corporate employee education services.
Fiduciary Financial Advisors

124 FULTON ST. EAST

GRAND RAPIDS, MI 49503

$555.42M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

corporate employee education services

Corporate employee education services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brenda Baier’s Registration & Firm History

IN

06/30/2023 - Present

Fiduciary Financial Advisors (Westfield IN)

GA

06/17/1997 - 12/11/1998

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

Not sure if Brenda Kay Baier is right for you?

Licenses & Designations

IA

Issued 08/07/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brenda Kay Baier.
Not sure if Brenda Kay Baier is right for you?