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Erik Baas

&Partners

Celina, TX

Clayton, MO

CRD 8002235

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Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-22
  • TX RA
    APPROVED
    Since 2025-09-22

Branch Locations

Celina, TX • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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
&Partners Nashville TN 10/2024 Present
Kenfo - Fonds Zur Finanzierung Der Kerntechnischen Entsorgung Berlin 10/2020 07/2024
Marcard, Stein & Co Hamburg 03/2016 09/2020
  • 10/2024 → Present
    &Partners
    Nashville, TN
  • 10/2020 → 07/2024
    Kenfo - Fonds Zur Finanzierung Der Kerntechnischen Entsorgung
    Berlin
  • 03/2016 → 09/2020
    Marcard, Stein & Co
    Hamburg
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-20
  • S66 Uniform Combined State Law Examination
    2025-09-20
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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