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Eric Scott Baer

Abound Wealth Management, LLC

Franklin, TN

CRD 7225595

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Employer firm

Abound Wealth Management, LLC CRD 285903

$1.95B regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • FINANCIAL CONSULTING SERVICES

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

Current Employers
Abound Wealth Management, Llc

317 Main Street Suite 201, Franklin, TN 37064 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2021-04-12
  • TN RA
    APPROVED
    Since 2021-04-12

Branch Locations

317 Main Street Suite 201, Franklin, TN 37064 • 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
Watson Planning Franklin TN 01/2020 08/2020
Abb, Inc Franklin TN 07/2018 12/2019
Ge Franklin TN 08/2008 06/2018
Abound Wealth Management, Llc Franklin TN 09/2020 04/2021
Abound Wealth Management, Llc Franklin TN 04/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-18
  • S65 Uniform Investment Adviser Law Examination
    2019-11-18
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

SAGESPRING WEALTH PARTNERS
D.A. DAVIDSON & CO.
LPL FINANCIAL LLC

Nearby Investors

Jeffrey Thomas Dobyns
BOB CLAY SIRCY
LAURIE L SNIVELY

Nearby Offices

SAGESPRING WEALTH PARTNERS · Franklin, TN
D.A. DAVIDSON & CO. · FRANKLIN, TN
LPL FINANCIAL LLC · FRANKLIN, TN

More in Franklin, TN

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