Theodore G. Baer, CFP<sup>&reg;</sup> - Financial Advisor

Theodore G. Baer, CFP®

CIMA®, MBA

Next Level Planning & Wealth Management

325 N Corporate Dr, Ste 100
Brookfield, WI 53045-5828
FINANCIAL ADVISOR'S WEBSITE
(262) 432-9262 CONNECT WITH Theodore
  • facebook link
  • twitter link
  • linkedin link

General

Theodore Baer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Next Level Planning & Wealth Management in Brookfield, WI and the surrounding communities.

Financial Advisor Overview

At Next Level Planning and Wealth Management, my mission is to provide clients with a high level of client service combined with a comprehensive approach to your financial planning needs.  I provide objective and timely financial advice and guidance with the highest level of professional service to help my clients build and preserve their wealth.  My consultative process involves understanding the unique needs of each client providing diverse strategies to meet their needs through all of their life stages.
  
For the quality service you deserve, please call me at 262-432-9262 or 262-391-8542 for an appointment today.

More

Financial Advisor Experience

I have been in the financial management industry for nearly three decades, focusing on helping individuals and businesses with their respected business and holistic financial planning needs.   
Over the years, I have worked with several prominent asset management firms in a variety of senior-level client servicing and product management roles.
 
I earned my MBA in Finance from Marquette University and also earned the CERTIFIED FINANCIAL PLANNER TM, Certified Investment Management Analyst (R) certifications and the MetLife Accredited Investment Fiduciary AIF(R) credential.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Accredited Investment Fiduciary® (AIF®)

Insurance Licenses

  • Life insurance: WI, IL
  • Health/disability insurance: WI, IL
  • Fixed annuities: WI, IL
  • Variable annuities: WI, IL

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial and its licensed affiliates. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: WI, IL, AZ, FL, CA, MI, NC.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

More

Helpful Financial Planning Resources