Michael Baer (CRD# 6735952) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Erie, PA and has over 5 years of experience in the finance industry.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
CRD# 4843777
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Capital | Atlanta, GA | Aug 2022 - Current | 1 |
| Arkadios Wealth Advisors | Atlanta, GA | Aug 2022 - Current | 1 |
| Kalos Capital | Alpharetta, GA | Dec 2018 - Aug 2022 | 3 |
| Kalos Management | Alpharetta, GA | Dec 2018 - Aug 2022 | 3 |
| Madison Avenue Securities, LLC | San Diego, CA | Sep 2017 - Dec 2018 | 1 |
| Madison Avenue Securities, LLC | San Diego, CA | Mar 2017 - Sep 2017 | < 1 |
| Unemployed | Erie, PA | Sep 2016 - Dec 2016 | < 1 |
| Pazzo's Restaurant | Lexington, KY | Apr 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- PA
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Total Assets Under Management2,681MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$2,681,123,534
- 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
AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY
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