Karen Lapier Baer

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 01/2016 → 12/2017
  Bridgewater Wealth & Financial Management, Llc
  Bethesda, MD
• 01/2018 → 01/2025
  The Colony Group, Llc
  Boston, MA
• 01/2025 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2016-01-11 → 2018-03-05
  Bridgewater Wealth & Financial Management, Llc
  Bethesda, MD
  Easton, MD
• 2010-10-08 → 2015-12-31
  Triton Wealth Management
  Easton, MD
• 1997-08-28 → 2010-05-05
  Lpl Financial Llc
  Annapolis, MD
  Stevensville, MD
  Annapolis, MD
  Centreville, MD

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-05-16
• S65 Uniform Investment Adviser Law Examination
  1995-01-06

Other Names

• Karen Lapier Porter
• Karen Lapier