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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Gilbert Baer is a financial advisor with over 25 years of experience in the industry. Theodore is currently registered with LPL Financial LLC and Great Valley Advisor Group, Inc. Theodore's professional experience includes working for various financial institutions like MML Investors Services, LLC, MSI Financial Services, Inc., Wells Fargo Advisors, LLC, Mutual of America Life Insurance Company, and Mutual of America Securities Corporation. Theodore has earned the Certified Financial Planner designation and holds multiple licenses including Series 3, 6, 7, and 63 licenses. Theodore provides financial planning, investment advisory services, consulting, and portfolio management for individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
12/14/2023 - Present
LPL Financial LLC (BROOKFIELD WI)
WI
03/25/2017 - 12/19/2017
MML INVESTORS SERVICES, LLC (Milwaukee WI)
WI
01/30/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Milwaukee WI)
WI
04/16/2009 - 11/02/2011
WELLS FARGO ADVISORS, LLC (WAUKESHA WI)
WI
02/15/2006 - 07/31/2007
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (MILWAUKEE WI)
WI
08/22/2003 - 07/31/2007
MUTUAL OF AMERICA SECURITIES CORPORATION (MILWAUKEE WI)
TX
04/11/2003 - 08/18/2003
NFP SECURITIES, INC. (AUSTIN TX)
MN
10/30/2002 - 04/10/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/30/2002 - 04/10/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/05/2000 - 10/18/2001
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
WI
02/26/1996 - 08/28/2000
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
WI
10/08/1992 - 11/22/1995
HEARTLAND ADVISORS, INC. (MILWAUKEE WI)
IA
Issued 08/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1996
Series 3 - National Commodity Futures Examination
BC
Issued 06/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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