Inactive

Joseph Charles Baer

Successful Portfolios LLC

Claim This Profile

Current Employers

Successful Portfolios Llc

611 Druid Road East Suite 407, Clearwater, FL 33756 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-05-01

FL RA
APPROVED

Since 2025-05-01

Branch Locations

611 Druid Road East Suite 407, Clearwater, FL 33756 • 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

Organization	City	State	From	To
Student	Palm Harbor	FL	01/2000	Present
Successful Portfolios	Clearwater	FL	09/2010	Present

01/2000 → Present

Student

Palm Harbor, FL
09/2010 → Present

Successful Portfolios

Clearwater, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-04-04

S65 Uniform Investment Adviser Law Examination

2011-04-04

View on SEC IAPD

Other Firms

PFS INVESTMENTS INC.

USA FINANCIAL SECURITIES LLC

BEDINGHAUS FINANCIAL GROUP, INC

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

HEIDE REBECCA DELUCA

ESTHER LYNN ROPP

MICHAEL JAMES BURROWS

TODD DANIEL BASLER

JOAN ELISE KREBEL

Other Offices

PFS INVESTMENTS INC. · CLEARWATER, FL

PFS INVESTMENTS INC. · CLEARWATER, FL

PFS INVESTMENTS INC. · CLEARWATER , FL

USA FINANCIAL SECURITIES LLC · Clearwater, FL

BEDINGHAUS FINANCIAL GROUP, INC · CLEARWATER, FL

AMERIPRISE FINANCIAL SERVICES, LLC · Clearwater, FL

EDWARD JONES · CLEARWATER, FL

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · CLEARWATER, FL

More in Clearwater, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor