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Kari Anderson Baer

Fifth Third Wealth Advisors LLC

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About Kari Anderson Baer

Kari Baer is a financial advisor at Fifth Third Wealth Advisors LLC and is registered with the state of Florida, Maine, Ohio and Texas. Kari is a Certified Financial Planner and a Chartered Financial Analyst. Kari has over 10 years of experience in the financial services industry and is dedicated to providing personalized financial advice to her clients. Kari specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kari is committed to helping her clients achieve their financial goals and is passionate about making a difference in their lives.

Firm Information

Kari Baer is currently registered with Fifth Third Wealth Advisors LLC. Fifth Third Wealth Advisors LLC is a Cincinnati, OH-based wealth management firm that manages $571,665,625 in regulatory assets across 389 accounts. The firm provides financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They serve high-net-worth individuals, charitable organizations, pooled investment vehicles, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.
Fifth Third Wealth Advisors LLC

38 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$571.67M

Assets Under Management

Not reported

Total Clients

44

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Kari Baer’s Registration & Firm History

FL

02/14/2024 - Present

Fifth Third Wealth Advisors LLC (Tampa FL)

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Licenses & Designations

IA

Issued 04/28/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kari Anderson Baer.
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