Kari Anderson Baer

Current Employers

Employment History

• 06/2014 → 01/2017
  Sabal Trust Company
  St. Petersburg, FL
• 02/2017 → 05/2019
  Reilly, Fisher & Solomon, P.A.
  Tampa, FL
• 06/2019 → 07/2019
  Annis Gardner Whiting Capital Advisors Llc
  Tampa, FL
• 08/2019 → 10/2021
  Reilly, Fisher & Solomon, P.A.
  Tampa, FL
• 02/2024 → Present
  Fifth Third Wealth Advisors Llc
  Tampa, FL
• 10/2021 → 02/2024
  Bny Mellon
  Tampa, FL

Previous Registrations

• 2019-12-23 → 2022-01-03
  Reilly, Fisher & Solomon Investment Advisors, Inc.
  Tampa, FL
• 2017-07-11 → 2019-06-17
  Reilly, Fisher & Solomon Investment Advisors, Inc.
  Tampa, FL
• 2013-08-15 → 2016-01-26
  Reilly, Fisher & Solomon Investment Advisors, Inc.
  Tampa, FL

Other Businesses

Personal rental property at the property address of 319 Hanging Rock Drive, Bigfork, MT 59911. This property is under my personal name and it is for investment purposes. I am an owner of the home as of March 2018. I dedicate about 5 hours a month to this property, we have engaged a full time property manager to manage the property. My duties are corresponding with our property manager. I am also Chairman of the Investment Committee of the Hillsborough Education Foundation. This is investment related and the address is 2306 N. Howard Ave., Tampa, FL 33607. The nature of the other business is a charitable foundation. I started serving on the committee on July 2022 and began serving as Chairman on January 2024. The approximate number of hours per month is 2 and I conduct the meetings and listen to the investment review. I am also the owner of OGNIR LLC. This is a non investment related Children's Books company, where I am an author, began in April 2025 and is located in Tampa, Fl 33626. The approximate number of hours per month is 5 and none of which are during trading business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-28

Designations

Other Names

• Kari Elizabeth Anderson