AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
LB

Lei N. Bao

BAO, LEI
CHALAN PAGO-ORDOT, GUAM,
Some features on this profile are disabled
CRD#: 8007941
LB
Lei Nmn BaoBAO, LEI

Professional summary


Lei Nmn Bao is a registered financial advisor currently at BAO, LEI .

Lei is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Lei has worked at 2 firms and has passed the Series 65 and Series 66 exams.

At a Glance


Always Fiduciary

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.
Asia Pacific Fiduciary Management Group LLC | Investment Adviser Representative | June 2026 – Present Total Mortgage | Mortgage Loan Officer | March 2022 – Present National Institute of Continuing Education | Real Estate Pre-License & Continuing Education Instructor | July 2018 – Present Century 21 Realty Management Co. | Realtor & Associate Broker | October 2015 – Present Midland National Life Insurance Company | Independent Insurance Agent | June 2025 – Present University of Guam | Assistant Professor of Philosophy | August 2018 – Present

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Lei Nmn Bao'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®
None

Experience


Current

July 24, 2026 - Present

BAO, LEI

RIA
CRD#: 342858
CHALAN PAGO-ORDOT, GUAM,
Past

March 6, 2025 - September 4, 2025

ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.

RIA
CRD#: 32338
HAGATNA,

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
Hawaii
(7/24/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/7/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/25/2024
Uniform Combined State Law Examination

Current Firm


BL
BAO, LEI
BAO, LEI

CRD#: 342858 / SEC#:

Hawaii
Registered Investment Advisory firm - (6/23/2026 Approved)
Loading...

Contact information


Main Address
Chalan Pago-ordot, Guam
Mailing Address
P.o. Box 326283, Hagatna, GU 96932
Phone number
(671) 487-2101
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


BAO, LEI

CRD#: 342858Chalan Pago-ordot, Guam

TRUST BUT VERIFY

Monitor Lei Bao

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.