Michael Baer (CRD# 6714043) is an Investment Advisor Representative working at Fluent Financial, LLC in Dallas, TX and has over 7 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Dallas, TX | Feb 2021 - Current | 3 |
| Fluent Financial | Dallas, TX | Feb 2021 - Current | 3 |
| Unemployed | Dallas, TX | May 2020 - Feb 2021 | < 1 |
| Fisher Investments | Plano, TX | Nov 2019 - May 2020 | < 1 |
| Sei Investments Distribution Company | Oaks, PA | Apr 2017 - Nov 2019 | 2 |
| Sei Investments Management Corp | Oaks, PA | Apr 2017 - Nov 2019 | 2 |
| Mml Investors Services | Bala Cynwyd, PA | Oct 2016 - Mar 2017 | < 1 |
| Massmutual | Bala Cynwyd, PA | Jun 2016 - Mar 2017 | < 1 |
| Temple University | Philadelphia, PA | Aug 2012 - Aug 2016 | 4 |
| Mike's Landscaping | Ridley Park, PA | May 2008 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2017 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- TX
-
Total Assets Under Management288MILLIONS
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Total Number of Accounts1,116ACCOUNTS
-
Average Account Value$257,885
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
LA, TX
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