Trent Baer is a registered investment advisor at LPL Financial LLC, based in Anchorage, AK, with 28 years of industry experience. Trent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
737 M St, Anchorage, AK, 99501
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2007Other Business Activities
Trent is associated with Baer Asset Management, LLC (since 2016) and Baer Investment Group (since 2021), both entities for tax/investment purposes. He also operates under the DBA CVG Wealth Management for his LPL business since 2021, spending minimal time on Baer Investment Group.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
First Union Securities, INC.Broker
Painewebber IncorporatedBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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