About LPL Financial located at PyraMax Bank

Who you choose to work with, matters. Consider an established, highly respected company that does not offer proprietary investment products and provides objective financial guidance - LPL Financial located at PyraMax Bank.

LPL Financial and PyraMax Bank – a strong partnership

PyraMax Bank was origanlly founded on August 10, 1895 under the name of South Milwaukee Savings Bank.  In May 2000, a merger between South Milwaukee Savings Bank and and Mitchell Savings officially formed PyraMax Bank.  The name emerged from the combination of wanting to retain the pyramid shaped logo of South Milwaukee Savings Bank, hence Pyra, while ensuring our clients that they would still receive the same maximized service, hence Max, that they always valued for 100+ years.  The pyramid was chosen for its strength, stability and its symbol of age.  Each point on the pyramid represents strength, experience and commitment, increasing from left to right to symbolize positive growth.  

LPL Financial

As the nation's leading independent broker-dealer*, LPL Financial was formed in 1989 with its roots dating back to 1968.  LPL Financial is a publically traded company under ticker symbol LPLA.  The firm's mission is rooted in the belief that objective financial guiddance is a fundamental need for everyone.  LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.  Over 14,000 financial advisors and 700 financial institutions nationwide rely on an integrated platform of proprietary technology, brokerage, and investment advisor services to help them provide financial guidance and recommendations to help meet their clients' needs.  For more information about LPL Financial, visit www.lpl.com.  

* As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

Ted's biography and background: 

I have over 24 years of investment experience working with individuals and businesses throughout Wisconsin and Illinois.  My strategies and services range from comprehensive retirement planning, social security needs analysis to legacy wealth management and transfers.  I have a depth of knowledge in a variety of topics and investment and protection strategies.  I proactively service a number of individual clients and prominent plan sponsors throughout Wisconsin.  I have been a lifelong resident of Southeastern Wisconsin and I enjoy all the outdoor and sporting activities that our great state has to offer. 

Please call me at 414-235-5844 or 262-391-8542 for a personal discussion and appointment today.

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

Email:  ted.baer@lpl.com

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

PyraMax Bank is not a registered broker/dealer and is not affiliated with LPL Financial.