Lisa
Helin

Baer Wealth Management

CRD#7898852
Investment Advisor
in Marietta, GA

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About this Advisor

Lisa Helin is a financial advisor based in Marietta, Georgia, working with Baer Wealth Management. Lisa has previously held positions at Baer Wealth Management, Retired, and Cooks Warehouse Inc. Lisa is registered to provide services in Georgia and Texas. Currently, Lisa is part of Baer Wealth Management, which operates out of Marietta, Georgia. The firm has 2 employees and manages assets totaling $249.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Baer Wealth Management includes asset-based and commission-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Commissions

Office Location

101 Village Parkway Building 1, Suite 200
Marietta, GA 30067

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Baer Wealth Management Brokerage Details

Total Assets Under Management

$249,725,000

GA Average: $3,570,121,308
Total Number of Employees

2

GA Average: 58
Total Number of Accounts

639

GA Average: 1,608
Average Account Size

$390,806

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Lisa Helin Work History

2024 - Present (0 year)

Baer Wealth Management

2019 - Present (5 years)

Baer Wealth Management

2017 - 2019 (2 years)

Retired

2014 - 2017 (3 years)

Cooks Warehouse Inc

Disclosures

Please visit the SEC profile of Lisa Helin 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

Lisa Helin
Marietta, GA
Kenneth Baer
Marietta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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