Trent Baer is a registered investment advisor at LPL Financial LLC, based in Anchorage, AK, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
737 M St, Anchorage, AK, 99501
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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.