Ted Baer's Qualifications and Experience

I have been in the financial management industry for over 26 years, focusing on helping individuals and businesses with their respective investment and holistic financial planning needs. Over the years, I have worked with several prominent asset management firms in a variety of senior-level client servicing and product management roles. 

During my career, I have managed accounts for high-net worth individuals, 401(k) plan sponsors and defined benefit plans. I earned my MBA in Finance from Marquette University and also earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Certified Investment Management Analyst® (CIMA®) certification in conjunction with the University of Chicago. These certifications required approved educational programs, passing rigorous examinations and meeting stringent experience requirements. I also attained the Accredited Investment Fiduciary (AIF®) Credential.

I started in the investment management business in 1992 and hold my FINRA Series 63, 6, 65 and 7 registrations through LPL Financial.  I also have my Life, Accident and Health licenses in Wisconsin and Illinois.  For the last five years (2014-2018), I was named as a Five Star Wealth Manager by Five Star Professional in the greater Milwaukee area*.  The website for Five Star Professional is www.fivestarprofessional.com.

As a Wisconsin native, I live in Brookfield, Wisconsin with my wife of 23 years and my two children.  I am a member of the Financial Planning Association of Southern Wisconsin (FPA-SW), the Investment Management Consultants Association (IMCA) and the Marquette Alumni Association. 

For the quality service you deserve, please call me at 414-235-5844 or 262-391-8542 for an appointment today.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2014-2018 Five Star Wealth Managers.  


My certifications and what they mean for my clients:

As a CERTIFIED FINANCIAL PLANNER TM (CFP®), I am qualified to help individuals with their holistic financial planning needs.  Most people think all financial planners are "certified," but this isn't true.  Anyone can call himself a "financial planner.”  Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism.  CFP Board's Standards of Professional Conduct require CFP® professionals to look out for your interests above their own.  For additional information on this certification, please visit http://www.letsmakeaplan.org.



As a Certified Investment Management Analyst® (CIMA®), I integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA® certification program is designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.  For more information on this certification, please visit http://www.imca.org/pages/cima.