Kemper Lee Baum
Investment adviser representative at Financial Security Management, Inc
13 yearsExperience
1 stateRegistered in
$611.5MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Financial Security Management, IncMay 2025 to now
- The Wealth ConservancyFeb 2024 to Apr 2025
- Elevations Credit UnionAug 2023 to Mar 2024
- First Corked, LLCJun 2023 to Jan 2024
- StudentAug 2019 to May 2024
- US NavyAug 2013 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Financial Security Management, Inc
$611.5MAssets managed
1,102Clients
8Advisers
11 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
- 7730175
- Firm CRD
- 116570