Michael R Baer
Investment adviser representative at Curran Financial Partners, LLC
10 yearsExperience
3 statesRegistered in
$749.4MFirm assets
6 yearsFirm in business
Are you Michael R Baer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Curran Financial Partners, LLCJan 2018 to now
- Pruco Securities LLCSep 2017 to Jan 2018
- The Prudential Insurance Company of AmericaSep 2017 to Jan 2018
- W&s Brokerage ServicesOct 2016 to Sep 2017
- Western Southern LifeApr 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (GA, NC, SC).
Curran Financial Partners, LLC
$749.4MAssets managed
1,315Clients
16Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6674368
- Firm CRD
- 281943