Picture of Theodore Baer

    Theodore "Ted" Baer

    AIF®, CFP®, CIMA®, MBA


    Check the background of this investment professional on FINRA's BrokerCheck

    About Ted

    • 24 Years in the Financial Services Industry
    • Licensed to sell Life & Health Insurance in Illinois and Wisconsin
    • Registered to offer securities products in Illinois and Wisconsin
    • Obtained CERTIFIED FINANCIAL PLANNER™ designation
    • Obtained CIMA — Certified Investment Management Analyst® designation

     

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Theodore (Ted) Baer CFP®, CIMA®, MBA, AIF® is a registered representative of and offers securities through MSI Financial Services, Inc., Member SIPC, 9000 West Chester Street, Suite 100, Milwaukee, WI 53214-1372, Tel: (414) 615-4850

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Illinois, Wisconsin

    I am licensed to sell Securities Products in the following jurisdictions:
    Illinois, Wisconsin

    Theodore (Ted) Baer CFP®, CIMA®, MBA, AIF®, Milwaukee, WI

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