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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)33 years in industry

THEODORE GILBERT BAER

Advisor at GREAT VALLEY ADVISOR GROUP, LLC

Brookfield, WI | BERWYN, PA | BROOKFIELD, WI

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Search this name across graphsid dfx:ria:40311f4c-1f27-4b31-33c2-93014fb05dd4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Oct 30, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GREAT VALLEY ADVISOR GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 22, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 22, 1992
First registration: Oct 30, 2002
Dual registered: yes, broker-dealer
Other names: TED BAER
IAPD individual key: 2271915

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 14, 2023	n/a	yes	BROOKFIELD, WI	Current employment
GREAT VALLEY ADVISOR GROUP, LLC	Independent wealth	Jun 23, 2022	n/a	yes	BERWYN, PA\|Brookfield, WI	Current employment
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 25, 2017	Dec 19, 2017	no	Wauwatosa, WI	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 1, 2012	Mar 25, 2017	no	MILWAUKEE, WI\|BROOKFIELD, WI\|MILWAUKEE, WI\|MILWAUKEE, WI\|MILWAUKEE, WI\|Milwaukee, WI\|MILWAUKEE, WI\|Milwaukee, WI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 27, 2009	Nov 2, 2011	no	WAUKESHA, WI	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Apr 11, 2003	Aug 18, 2003	no	BROOKFIELD, WI	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 30, 2002	Apr 10, 2003	no	WALNUT CREEK, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MML INVESTORS SERVICES, LLC	GREAT VALLEY ADVISOR GROUP, LLC	Dec 19, 2017	Jun 23, 2022	1,647	Firm change after gap	Other
MSI FINANCIAL SERVICES, INC.	MML INVESTORS SERVICES, LLC	Mar 25, 2017	Mar 25, 2017	0	Bulk transfer	Other
WELLS FARGO ADVISORS	MSI FINANCIAL SERVICES, INC.	Nov 2, 2011	Feb 1, 2012	91	Firm change	Other
NFP ADVISOR SERVICES, LLC	WELLS FARGO ADVISORS	Aug 18, 2003	Apr 27, 2009	2,079	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	NFP ADVISOR SERVICES, LLC	Apr 10, 2003	Apr 11, 2003	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
10409:123913:WI:2017-12-19	Dec 19, 2017	Jun 23, 2022	WAUWATOSA, WI	Firm change after gap

Relationships

Registered with (7)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Dec 14, 2023 to presentfactForm ADV
→ GREAT VALLEY ADVISOR GROUP, LLCRegistered adviserregistration: current employment
Jun 23, 2022 to presentfactForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 25, 2017 to Dec 19, 2017factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 1, 2012 to Mar 25, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 27, 2009 to Nov 2, 2011factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Apr 11, 2003 to Aug 18, 2003factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 30, 2002 to Apr 10, 2003factForm ADV

Dated events

No dated event names this entity yet.