Michael
Baer
Fluent Financial, LLC
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About this Advisor
Michael Baer is a financial advisor based in Dallas, Texas, working with Fluent Financial, LLC. Michael has previously held positions at Massmutual, Mml Investors Services, Temple University, Mike's Landscaping, Sei Investments Distribution Co, Sei Investments Management Corp, Fisher Investments, Private Client Services, and Fluent Financial. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Michael is part of Fluent Financial, LLC, which operates out of Dallas, Texas. The firm has 9 employees and manages assets totaling $287.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Fluent Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fluent Financial, LLC Brokerage Details
$287,799,934
9
1,116
$257,885
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Baer Work History
Private Client Services
Fluent Financial
Fisher Investments
Sei Investments Distribution Co
Sei Investments Management Corp
Massmutual
Mml Investors Services
Temple University
Mike'S Landscaping
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 Fluent Financial, LLC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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