Lisa
Helin
Baer Wealth Management
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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
Services Offered
Fee Structure
Office Location
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Baer Wealth Management Brokerage Details
$249,725,000
2
639
$390,806
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
Baer Wealth Management
Baer Wealth Management
Retired
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
Marietta, GA
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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