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Benjamin C. Baehr

INSIGHT TOTAL STEWARDSHIP
HAVERTOWN, PA 19083
CRD#: 8202607
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Benjamin Conrad BaehrINSIGHT TOTAL STEWARDSHIP

Professional summary

Benjamin Conrad Baehr is a registered financial advisor currently at INSIGHT TOTAL STEWARDSHIP located in Havertown, Pennsylvania.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Benjamin has worked at 1 firm and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Conrad 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®
None

Experience

Current

January 2, 2026 - Present

INSIGHT TOTAL STEWARDSHIP

Office #1: 525 West Chester Pike Suite 312, Havertown, PA 19083
RIA
CRD#: 281229
HAVERTOWN, PA

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
Pennsylvania
(1/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/9/2025
Uniform Investment Adviser Law Examination

Current Firm

IT
INSIGHT TOTAL STEWARDSHIP
INSIGHT TOTAL STEWARDSHIP | THE INSIGHT ADVISORY GROUP, LLC | ITS

CRD#: 281229 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (1/7/2016 Approved)
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Contact information

Main Address
525 West Chester Pike Suite 312, Havertown, PA 19083
Mailing Address
Phone number
(484) 455-7875
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts182
AUM (Assets Under Management)$ 20,148,665

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

INSIGHT TOTAL STEWARDSHIP

CRD#: 281229Havertown, PA 19083

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