Baylee Ann Saladis
Investment adviser representative at Mbe Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$977.1MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Mbe Wealth Management, LLCApr 2021 to now
- University of Wisconsin-madisonSep 2017 to now
- Wealthspire AdvisorsJun 2020 to Aug 2020
- Wisconsin Riverside ResortMay 2015 to Aug 2020
- High SchoolSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
Mbe Wealth Management, LLC
$977.1MAssets managed
2,598Clients
13Advisers
9 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
- 7363807
- Firm CRD
- 165516