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.

08/17/2026

College Net Price Calculators

08/11/2026

Market Month: July 2026

07/15/2026

The Latte Habit

07/13/2026

The latest quarterly market review is available.

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

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

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