KB
Kari A. Baer
FIFTH THIRD WEALTH ADVISORS LLC
Tampa, FL 33602
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CRD#: 6221725
KB
Professional summary
Kari Anderson Baer, CFP®, who also goes by Kari Elizabeth Anderson, is a registered financial advisor currently at FIFTH THIRD WEALTH ADVISORS LLC located in Tampa, Florida.
Kari is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kari has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kari Elizabeth Anderson
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.
Personal rental property at the property address of 319 Hanging Rock Drive, Bigfork, MT 59911. This property is under my personal name and it is for investment purposes. I am an owner of the home as of March 2018. I dedicate about 5 hours a month to this property, we have engaged a full time property manager to manage the property. My duties are corresponding with our property manager. I am also Chairman of the Investment Committee of the Hillsborough Education Foundation. This is investment related and the address is 2306 N. Howard Ave., Tampa, FL 33607. The nature of the other business is a charitable foundation. I started serving on the committee on July 2022 and began serving as Chairman on January 2024. The approximate number of hours per month is 2 and I conduct the meetings and listen to the investment review. I am also the owner of OGNIR LLC. This is a non investment related Children's Books company, where I am an author, began in April 2025 and is located in Tampa, Fl 33626. The approximate number of hours per month is 5 and none of which are during trading business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Kari Anderson 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: 2020
Experience
Current
February 14, 2024 - Present
FIFTH THIRD WEALTH ADVISORS LLC
Office #1: 400 N Ashley Dr. Suite 1900, Tampa, FL 33602RIA
CRD#: 313015
Tampa, FL
Past
December 23, 2019 - January 3, 2022
REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC.
RIA
CRD#: 121150
TAMPA, FL
Past
July 11, 2017 - June 17, 2019
REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC.
RIA
CRD#: 121150
TAMPA, FL
Past
August 15, 2013 - January 26, 2016
REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC.
RIA
CRD#: 121150
TAMPA, FL
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".
FT
FIFTH THIRD WEALTH ADVISORS LLC
FIFTH THIRD WEALTH ADVISORS LLC
CRD#: 313015 / SEC#: 801-122096
RIA
Registered Investment Advisory firm - (8/17/2021 Approved)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
Florida(4/16/2024)
IAR
Maine(4/26/2024)
IAR
Ohio(2/20/2024)
IAR
Texas(2/14/2024)
Current Firm
FT
FIFTH THIRD WEALTH ADVISORS LLC
FIFTH THIRD WEALTH ADVISORS LLC
CRD#: 313015 / SEC#: 801-122096
RIA
Registered Investment Advisory firm - (8/17/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
38 Fountain Square Plaza, Cincinnati, OH 45263
Mailing Address
Phone number
(513) 534-7452
Established
Firm type
Fiscal year end
# of Employees
62
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,333 |
| AUM (Assets Under Management) | $ 6,079,418,273 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/27/2025 | ||
| 01/24/2025 | ||
| 10/27/2023 | ||
| 03/29/2023 |
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.
