Theodore G. Baer, CFP®, CIMA®, AIF®, MBA

Welcome and thank you for visiting my website. Inside, you will find multiple areas pertaining to various financial topics and information for individuals and businesses. Some areas of interest include:

  • Financial Calculators & Newsletters
  • Market Watch and Market Updates
  • Products and Services Offered
  • The CFP® and CIMA® Certifications
  • The AIF® Credential 
  • What is the Financial Planning Process?
  • Retirement Plan Services

At LPL Financial located at PyraMax Bank, we help you get your financial world in order and aligned with your life. We work closely with you to gain a thorough understanding of your objectives. Then, we guide you through a series of steps including discovery, planning, delivery and implementation and monitoring of your financial strategy. We also offer an array of products and services that will help you toward building a sound financial future.

We are committed to the places where we work and live, whether it's providing guidance to families caring for a loved one with special needs or being actively involved with local community-building organizations. We believe in supporting our communities through alliances, sponsorship and hands-on involvement.

My mission is to provide clients with a high level of client service combined with a comprehensive approach to your financial planning needs. I strive to provide objective and timely financial advice and guidance with the highest level of professional service to help my clients build and preserve their wealth. My consultative process involves understanding the unique needs of each client providing diverse strategies to work toward their needs through all of their life stages. 

My emphasis is working with Individual clients, Retirement Plans and Businesses throughout Milwaukee, Madison and Southeastern Wisconsin. 

My goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom. I hope you find this site informative and useful. Please contact me if you would like more information about a particular product or service.

I look forward to hearing from you.

Theodore G. Baer, CFP®, CIMA®, AIF®, MBA

Office/Direct:  414-235-5844 / Cell:  262-391-8542

Fax:  414-377-8010