RIA Intelligence
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K•••••• J•••• B•••
- Title
- Sr. Wealth Manager, Managing Partnerreportedbaerwealth.comfirm site, Sep 17, 2026
- Professional profile
- linkedin.com/in/kenneth-baer-cfp%C2%AE-b4b7666reportedbaerwealth.comfirm site, Sep 17, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- B••• W••••• M••••••••• independent RIA currentsince Mar 11, 2011 · Marietta, Ga
- 1••• C•••••• M••••••••• C•••••• unclassifiedFeb 28, 2005 to Mar 30, 2006 · Marietta, Ga
- 1••• C•••••• M••••••••• C•••••• to B••• W••••• M•••••••••left Mar 30, 2006, registered Mar 11, 2011 (1807 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address