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Investment Services

Investment products and services for every stage of life and all financial circumstances.

Our dedication is firmly rooted in our goal to provide high-quality financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.

LPL Financial

 


Through our relationship with LPL Financial, our clients have access to a wide array of financial and wealth management strategies, including:

  • Individual Stocks/Bonds
  • Mutual Funds
  • Variable and Fixed Annuities
  • Alternative Investments
  • Life Insurance
  • Retirement Planning
  • Pension and IRA Rollover Services
  • Income Strategies
  • Investment Portfolio Analysis
  • Estate Planning
  • Investment Advice
  • College Planning
  • Business Retirement Accounts
  • Business Succession Planning


LPL Financial Advisor: Theodore Baer

LPL Financial Advisor: Theodore Baer

Theodore Baer is an LPL Financial Advisor with over two decades of industry experience.  He specializes in financial planning, wealth management, business development and relationship management.  Ted has built relationships with many individual and corporate clients though his commitment to individualized service, his strength in portfolio management and his ability to assist clients with their financial needs throughout their life stages.

Ted earned his undergraduate degree from The University of Wisconsin-Whitewater and his MBA in Finance and Investments from Marquette University.  He is a Certified Financial Planner™ Professional, a Certified Investment Management Analyst® and an Accredited Investment Fiduciary®.  The knowledge Ted has obtained through education has enabled him to actively manage a wide array of clientele and assets.

Personally, Ted enjoys spending time with his family, golfing and fishing.  He’s an avid Green Bay Packers and Milwaukee Brewers fan and enjoys all the outdoor and sporting activities that our great state has to offer. 

“My clients count on me to present and implement suitable strategies for them using an objective approach.  I connect well with my clients because I listen, I empathize and work diligently to address their needs.”

Contact Theodore:

Phone: (414) 235-5844

Email: ted.baer@lpl.com

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Click here to visit Ted's website

 

 

Securities and advisory services offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. PyraMax Bank is not a registered broker/dealer and is not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured PyraMax Bank deposits and are not FDIC insured. These products are not obligations of the PyraMax Bank and are not endorsed, recommended or guaranteed by PyraMax Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of Wisconsin

 

Please Note: By clicking on this link, you will be leaving PyraMaxBank.com. PyraMax Bank is not responsible for any content within this website. Third party websites may have privacy and security policies different from PyraMax Bank. Please review the privacy and security policies of websites reached through links from the PyraMax Bank website.


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