Michael
Baer

Arkadios Wealth Advisors

CRD#6735952
Investment Advisor
in Erie, PA

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About this Advisor

Michael Baer is a financial advisor based in Erie, Pennsylvania, working with Arkadios Wealth Advisors. Michael has previously held positions at Madison Avenue Securities, LLC, Pazzo's Restaurant, Kalos Capital, Kalos Management, Arkadios Capital, and Arkadios Wealth Advisors. Michael has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Michael is part of Arkadios Wealth Advisors, which operates out of Erie, Pennsylvania. The firm has 44 offices and 153 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Arkadios Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

208 East Bayfront Parkway, Suite 202
Erie, PA 16507

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$2,681,123,534

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

153

PA Average: 58
Total Number of Accounts

1

PA Average: 1,608
Average Account Size

$2,681,123,534

PA Average: $2,220,225

Investment Advisory Services

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

Michael Baer Work History

2022 - Present (3 years)

Arkadios Capital

2022 - Present (3 years)

Arkadios Wealth Advisors

2018 - 2022 (4 years)

Kalos Capital

2018 - 2022 (4 years)

Kalos Management

2017 - 2018 (1 year)

Madison Avenue Securities, LLC

2017 - 2017 (< 1 year)

Madison Avenue Securities, LLC

2012 - 2016 (4 years)

Pazzo'S Restaurant

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Disclosures

Please visit the SEC profile of Michael Baer 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 Arkadios Wealth Advisors

Ian Davis
Atlanta, GA
Kira Schleicher
Atlanta, GA
Charles Walling
Scottsdale, AZ
William Herford
Charlotte, NC
Matthew Pratt
Charlotte, NC
Bryan Cogliano
Berwyn, PA
Stanton Wheeler
Ponte Vedra Beach, FL
Eric Sievert
Jacksonville, FL

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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