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 alliance

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

 

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance 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. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.  For more information about LPL Financial, visit www.lpl.com.

Ted's biography and background: 

I have over 26 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.