Lawrence Baier

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Woodstock, IL
• 11/2016 → 02/2022
  Wells Fargo Clearing Services, Llc
  Woodstock, IL
• 02/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Woodstock, IL

Previous Registrations

• 2008-01-01 → 2022-02-04
  Wells Fargo Clearing Services, Llc
  Woodstock, IL
• 2002-11-12 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Woodstock, IL
  St. Louis, MO
  Woodstock, IL

Other Businesses

THE BAIER, ORMSBY, & PORTO WEALTH MANAGEMENT GROUP, INVT RELATED, WOODSTOCK, IL, 50% OWNERSHIP, START 08/01/2025, 160 HRS PER MONTH, 160 HRS DURING TRADING, FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-08

Designations

• Certified Financial Planner

Other Names

• Larry Baier
• Lawrence W Baier
• Lawrence W Baier