About LPL Financial

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.

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 nearly three decades 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 262-391-8542 for a personal discussion and appointment today.

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

Email:  ted.baer@lpl.com

Cellular:  262-391-8542    

Direct:  262-432-9262