Unclaimed
Tyler Baer is a financial advisor in Crawfordsville, Indiana. Tyler has been in the industry since August 2006. Tyler is currently registered with Edward Jones. Tyler holds Series 7, 63 and 66 securities licenses as well as an Indiana Investment Advisor representative license. Tyler is a registered Investment Advisor representative in Texas. Tyler is a member of FINRA. Tyler is a graduate of Purdue University. Tyler is a member of the Crawfordsville Chamber of Commerce and the Crawfordsville Kiwanis Club.
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.
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.
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.
See schedule d - miscellaneous
1
2
IN
12/19/2018 - Present
Edward Jones (CRAWFORDSVILLE IN)
IN
07/20/2006 - 11/09/2006
CHARLES SCHWAB & CO., INC. (FISHERS IN)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tyler Baer is the right advisor for you? Invested Better is here to help.