Kevin
Wilensky
Baer Wealth Management
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About this Advisor
Kevin Wilensky is a financial advisor working out of Marietta, Georgia who has 7 years of industry experience. Wilensky is an employee of Baer Wealth Management. During their career, Wilensky has held roles at Wilensky & Co, Baer Wealth Management and Kevmarken, LLC Dba Instead Of Flowers. Wilensky maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Florida and Georgia. Baer Wealth Management is an advisory firm headquartered in Marietta, GA. It handles $236 million in total assets between its 622 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to two charitable organizations. Of its 622 client accounts, 54% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which service is provided. Fee types charged by Baer Wealth Management can consist of some combination of asset-based and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baer Wealth Management Brokerage Details
$236,249,000
4
622
$379,822
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Kevin Wilensky Work History
Kevin has been registered as a financial advisor for 7 years.*
Kevmarken, LLC Dba Instead Of Flowers
Baer Wealth Management
Wilensky & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Wilensky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Baer Wealth Management
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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