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Michael James Baer

Capital Advisors, Inc.

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About Michael James Baer

Michael Baer is a financial advisor who has been in the industry since 2017. Michael is currently registered with Capital Advisors, Inc. as a registered investment advisor and is also registered with the states of Oklahoma and Texas. Michael is a Certified Financial Planner. Michael has previously worked with MML Investors Services, LLC, SEI Investments Distribution Co. and Fisher Investments. Michael has held a Series 6, Series 63, Series 7TO and Series 65 securities license.

Firm Information

Michael Baer is currently registered with Capital Advisors, Inc.. Capital Advisors, Inc. is an investment advisor based in Tulsa, Oklahoma. The firm provides financial planning, selection of other advisors, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses, investment companies, charitable organizations, and pension and profit sharing plans. The firm has over $5.5 billion in regulatory assets under management.
Capital Advisors, Inc.

2222 SOUTH UTICA PLACE

TULSA, OK 74114

$5.50B

Assets Under Management

Not reported

Total Clients

35

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Michael Baer’s Registration & Firm History

TX

11/15/2024 - Present

Capital Advisors, Inc. (FRISCO TX)

PA

04/05/2017 - 11/12/2019

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

PA

12/22/2016 - 04/04/2017

MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)

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Licenses & Designations

IA

Issued 05/18/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael James Baer.
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