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Celia Mann Baehr

Celia M. Baehr

CELIA MANN BAEHR, CFP
Mobile, AL 36606
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CRD#: 1082994
Celia Mann Baehr

Professional summary


Celia Mann Baehr, CFP®, who also goes by Celia Mann Beahr, Celia Diane Mann, is a registered financial advisor currently at CELIA MANN BAEHR, CFP located in Mobile, Alabama.

Celia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Celia has worked at 4 firms and has passed the Series 63, SIE, Series 15, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


What are your service offerings?
Retirement Planning
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Annuities
Asset Allocation
Estate Planning
Investment Management
Mutual Funds
Retirement
Stocks & Bonds
Life Planning
Long-term Care
Sudden Wealth
Are you a "fiduciary"?
Yes

Aliases


Celia Mann Beahr | Celia Diane Mann

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 12/02/2011: NO BUSINESS NAME - 5335 MAIN DR. NEW HOPE, AL 35760 - REAL ESTATE RENTAL - 1% OF TIME SPENT - ONE RENTAL UNIT, SINGLE FAMILY DWELLING, NO RENTERS ARE CUSTOMERS OR ADVISORS OF ANOTHER B/D OR RIA. 2. 08/05/2015 - MOBILE SYMPHONY - INV REL - 257 DAUPHIN ST. MOBILE, AL 36606 - NON-PROFIT BOARD MEMBER - START 01/03/2015 - 80 HOURS PER MONTH, 3 DURING TRADING - PRESIDENT AND CEO

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Celia Mann Baehr's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 1988

Experience


Current

October 8, 2014 - Present

CELIA MANN BAEHR, CFP

Office #1: 2866 Dauphin Street Suite R, Mobile, AL 36606
RIA
CRD#: 172152
Mobile, AL
Past

July 19, 1996 - October 28, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
MOBILE, AL
Past

July 12, 1990 - December 20, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
MOBILE, AL
Past

May 9, 1988 - May 29, 1990

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

December 21, 1982 - May 25, 1988

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alabama
(10/8/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 2/10/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 3/7/1983
Foreign Currency Options Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/19/1990
General Securities Principal Examination

Current Firm


CM
CELIA MANN BAEHR, CFP
BAEHR, CELIA MANN | CELIA MANN BAEHR, CFP

CRD#: 172152 / SEC#:

Alabama
Registered Investment Advisory firm - (10/7/2014 Approved)
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Contact information


Main Address
2866 Dauphin Street Suite R, Mobile, AL 36606
Mailing Address
Phone number
(251) 476-7183
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts80
AUM (Assets Under Management)$ 40,740,203

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CELIA MANN BAEHR, CFP

CRD#: 172152Mobile, AL 36606

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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