Theodore G. Baer, Next Level Planning & Wealth Management

Theodore G. Baer, Next Level Planning & Wealth Management Securities and advisory servies offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page 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.

06/08/2026

Should You Sell When the Market Drops?

05/15/2026

Retirement Savings Challenges for Women

05/11/2026

Market Month: April 2026

04/15/2026

3 Potential Benefits of Dollar Cost Averaging

04/12/2026

Quarterly Market Review: January-March 2026

03/16/2026

Video: 4 Ways to Automate Your Finances

03/09/2026

The latest issue of Market Month is available.

02/17/2026

IRS List of Tax Scams to Watch Out For

Address

325 North Corporate Drive, Suite 100
Brookfield, WI
53045

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12624329262

Website

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