LB
CFP
LB
CFP
Lawrence Baier
23 Years of Experience
Woodstock, IL
2 DisclosuresBroker
Lawrence Baier is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Woodstock, IL, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
2424 Lake Shore Dr, Ste A, Woodstock, IL, 60098-6911
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2009Denied
Regulatory
March 2003Final
Other Business Activities
Lawrence has 50% ownership in Baier, Ormsby, & Porto Wealth Management Group, LLC, a financial practice. This takes nearly full-time hours.
Employment History
Current Registrations
Wells Fargo Advisors
February 2022 - Present · 4 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - February 2022 · 14 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
January 2008 - February 2022 · 14 yrs 1 mo
A. G. Edwards & Sons, INC.
November 2002 - January 2008 · 5 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
October 2002 - January 2008 · 5 yrs 3 mos
State Registrations45 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.