Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Baehr is a financial professional with over 30 years of experience in the financial services industry. Carl currently works at Packerland Brokerage Services, Inc. where he has been since 2013. Previously, Carl worked for Harbour Investments, Inc. and SII Investments, Inc. Carl is licensed to sell securities in 15 states. He has a Series 6 license, and a Series 63 license, along with the SIE exam. Carl specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
10/01/2013 - Present
Packerland Brokerage Services, Inc. (GREENFIELD WI)
WI
08/11/1997 - 10/01/2013
HARBOUR INVESTMENTS, INC. (GREENFIELD WI)
WI
12/20/1995 - 08/18/1997
SII INVESTMENTS, INC. (APPLETON WI)
NJ
09/17/1990 - 09/20/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/17/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 09/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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