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Brenda Kay Baier

Fiduciary Financial Advisors

Westfield, IN

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Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-06-30
  • IN RA
    APPROVED
    Since 2023-06-30

Branch Locations

Westfield, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shoreline Asset Management, Llc New Castle IN 10/2015 06/2023
Fiduciary Financial Advisors Grand Rapids MI 06/2023 Present
Previous Registrations
  • 2015-10-15 → 2023-07-07
    Shoreline Wealth Advisors
    New Castle, IN
    Carmel, IN
  • 2014-11-11 → 2015-10-08
    Market Street Wealth Management Advisors, Llc
    Indianapolis, IN
  • 2011-11-15 → 2014-09-30
    Hufford Advisors, Llc
    Indianapolis, IN
  • 2002-10-30 → 2011-11-15
    Hufford Financial Advisors, Llc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-08-07
S63 Uniform Securities Agent State Law Examination 1997-06-16
  • S65 Uniform Investment Adviser Law Examination
    1997-08-07
  • S63 Uniform Securities Agent State Law Examination
    1997-06-16
Designations
Other Names
  • Brenda Kay Berry

View on SEC IAPD

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