Skip to main content

Home
About Us
Resources
- Articles
- Calculators
- Flipbooks
- Newsletters
- Glossary
- Tax Library
- Videos
Contact Us

Thank you for visiting Ted Baer's website in partnership with Next Level Planning and Wealth Management

Blog

LPL Financial Form CRS

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group (https://www.greatvalleyadvisors.com/whatwedo/), a Registered Investment Advisor. Next Level Planning & Wealth Management (Comprehensive financial planning & wealth management | Next Level Planning & Wealth Management Brookfield, Wisconsin 53045 (nlpwm.com) and Great Valley Advisor Group are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Site Map

Check the background of this investment professional