Celia Mann Baehr
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Health Care & Long-Term Care Planning
Specializations
Other Aliases
Celia Mann Beahr, Celia Diane Mann
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
BAEHR, CELIA MANN | CELIA MANN BAEHR, CFP
Contact Information
Main Address
2866 Dauphin Street Suite R, Mobile, AL 36606Phone Number
(251) 476-7183# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
80AUM (Assets Under Management)
$44,798,739Similar Advisors
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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.
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State Registrations and Notice Filings
(10/8/2014)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 15 — Foreign Currency Options Examination
Passed Mar 1983Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Celia Mann Baehr's CRS (Customer Relationship Summary).
Services Offered by Celia
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Health Care & Long-Term Care Planning
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