Michael
Baer
Fluent Financial, LLC
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About this Advisor
Michael Baer is a financial advisor operating out of Dallas, Texas who has 2 years of industry experience. Baer is an advisor for Fluent Financial, LLC. Throughout their career, Baer has worked 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. Baer holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Fluent Financial, LLC is a business headquartered in Dallas, TX. It administers $250 million in assets among its 1,079 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,079 client accounts, 44% belong to high-net-worth investors who have at least $1 million in assets available to invest. Fluent Financial, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fee schedules largely depend on the services offered. Fee types billed by Fluent Financial, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fluent Financial, LLC Brokerage Details
$250,250,046
10
1,079
$231,928
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Michael Baer Work History
Michael has been registered as a financial advisor for 2 years.*
Private Client Services
Fluent Financial
Fisher Investments
Sei Investments Distribution Co
Sei Investments Management Corp
Massmutual
Mml Investors Services
Temple University
Mike'S Landscaping
*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 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
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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