Thank you for visiting Ted Baer's website in partnership with LPL Financial located at PyraMax Bank. 

CONNECT

Address:

7001 West Edgerton Avenue
Greenfield, WI 53220

Phone:

Direct: 414-235-5844 Cellular: 262-391-8542

Fax/Other:

414-377-8010

About the Accredited Investment Fiduciary Credential

Accredited Investment Fiduciary (AIF®) Credential

Administered by fi360, the Accredited Investment Fiduciary® (AIF®) course provides knowledge and competency in the area of fiduciary responsibility and processes to effectively communicate a commitment to standards of investment fiduciary excellence.

AIF® designees have successfully completed this specialized training program on investment fiduciary standards and have passed a proctored examination. There are specific continuing education requirements that must be met on an annual basis to maintain competency.

AIF® designees are well positioned to assist Plan Fiduciaries so that such fiduciaries may implement a well thought out and documented investment process that leads to informed and reasoned decision making.