Michael Baer is a registered investment advisor, based in Erie, PA, with 7 years of industry experience.
Location
208 East Bayfront Parkway, Suite 202, Erie, PA, 16507
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a full-service financial representative at Tbaer Wealth Management since 2017, focusing on insurance. This activity takes nearly all of Michael's time.
Employment History
Current Registrations
Arkadios Wealth Advisors
August 2022 - Present · 3 yrs 9 mos
Arkadios CapitalBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Kalos Management
December 2018 - August 2022 · 3 yrs 8 mos
Kalos Capital, INC.Broker
December 2018 - August 2022 · 3 yrs 8 mos
Madison Avenue Securities, LLC
August 2018 - December 2018 · 4 mos
Madison Avenue Securities, LLCBroker
April 2018 - December 2018 · 8 mos
State Registrations4 states
CAFLGAPA
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.