Michael James Baer
Investment adviser representative at Corient
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$165.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- CorientJun 2026 to now
- Capital Advisors, Inc.Nov 2024 to Jun 2026
- Fluent Financial LLCFeb 2021 to Oct 2024
- Private Client ServicesFeb 2021 to Oct 2024
- UnemployedMay 2020 to Feb 2021
- Fisher InvestmentsNov 2019 to May 2020
- Sei InvestmentsApr 2017 to Nov 2019
- Sei Investments Distribution Co.Apr 2017 to Nov 2019
- MML Investors ServicesOct 2016 to Mar 2017
- MassmutualJun 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 6714043
- Firm CRD
- 319448