KB
Kenneth J. Baer
BAER WEALTH MANAGEMENT
MARIETTA, GA 30067
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CRD#: 4808528
KB
Professional summary
Kenneth James Baer, CFP® is a registered financial advisor currently at BAER WEALTH MANAGEMENT located in Marietta, Georgia.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kenneth has worked at 2 firms and has passed the Series 65, Series 63, Series 66 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Baer Wealth Management Investment-related: Yes Address: Marietta, GA; Nature of the other business:Insurance Position, title, or relationship: Insurance Agent Start date: 09/2002 Approximate number of hours/month you devote to the other business:80 Number of hours you devote to the other business during securities trading hours:0 Duties:Client interface, marketing,product recommendations ?Full Legal Business Name -Kevmarken LLC DBA Instead of Flowers ?Is the Business investment-related? (yes/no) - No ?Address - 1331 Marietta Blvd Atlanta Ga 30318 ?What is the nature of the other business? - Gourmet Food Delivery ?Your position, title, or relationship. - Partner ?Start date of your relationship - 2/1/2022 ?Approximate hours a month spent on the other business - 10 hours ?Approximate hours during trading spent on the other business - 10 hours ?Briefly describe your duties relating to the other business. - Investor/Director.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth James Baer'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: 2014
Experience
Current
March 11, 2011 - Present
BAER WEALTH MANAGEMENT
Office #1: 101 Village Parkway Building 1, Suite 200, Marietta, GA 30067RIA
CRD#: 150555
MARIETTA, GA
Past
February 28, 2005 - March 30, 2006
1717 CAPITAL MANAGEMENT COMPANY
RIA
CRD#: 4082
MARIETTA, GA
Past
August 13, 2004 - March 30, 2006
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BAER WEALTH MANAGEMENT
BAER WEALTH | MOLLY B INVESTMENT GROUP LLC | BAER WEALTH MANAGEMENT, LLC | BAER WEALTH MANAGEMENT
CRD#: 150555 / SEC#: 801-118667
RIA
Registered Investment Advisory firm - (5/8/2020 Approved)Florida
Registered Investment Advisory firm - (5/19/2020 Terminated)Georgia
Registered Investment Advisory firm - (5/19/2020 Terminated)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
Georgia(3/11/2011)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
BW
BAER WEALTH MANAGEMENT
BAER WEALTH | MOLLY B INVESTMENT GROUP LLC | BAER WEALTH MANAGEMENT, LLC | BAER WEALTH MANAGEMENT
CRD#: 150555 / SEC#: 801-118667
RIA
Registered Investment Advisory firm - (5/8/2020 Approved)Florida
Registered Investment Advisory firm - (5/19/2020 Terminated)Georgia
Registered Investment Advisory firm - (5/19/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 Village Parkway Building 1, Suite 200, Marietta, GA 30067
Mailing Address
Phone number
(770) 984-2312
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 657 |
| AUM (Assets Under Management) | $ 294,329,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
