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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Messer is an Investment Advisor Representative at Baker Tilly Wealth Management, LLC. Jeffrey has been in the industry since June 2005. Jeffrey is registered with the state of Indiana and Minnesota. Jeffrey Messer is also registered as an investment advisor representative with Baker Tilly Advisory Group, LP. Jeffrey has a Series 65 license. Jeffrey specializes in various advisory services including financial planning, pension consulting, and investment consulting. Baker Tilly Wealth Management, LLC is a controlled subsidiary of Baker Tilly Advisory Group, LP. Jeffrey spends 100% of their time on advisory services with Baker Tilly Wealth Management, LLC. Jeffrey has a strong background in the investment industry. Jeffrey is dedicated to providing clients with the highest quality investment advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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IN
01/05/2021 - Present
Baker Tilly Wealth Management, LLC (INDIANAPOLIS IN)
IA
Issued 07/20/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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