Investments, Wealth Management, Retirement Planning & More

Working with LPL Financial, we offer investment services and products for every stage of life and all financial circumstances.

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

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

  • Individual stocks and 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
Theodore Baer
Theodore Baer LPL Financial Officer
About Theodore Theodore Baer is an LPL Financial Advisor with more than 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. Ted has also been the recipient of the 5-Star Wealth Manager Award for the past seven consecutive years.* 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, empathize and work diligently to address their needs.”

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

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. For more information about LPL Financial, visit www.lpl.com.