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Karen Lapier Baer

Focus Partners Wealth, LLC

Centreville, MD

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2018-02-20
  • MD RA
    APPROVED
    Since 2018-02-20

Branch Locations

2977 4H Park Road Suite 101, Centreville, MD 21617 • 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
Bridgewater Wealth & Financial Management, Llc Bethesda MD 01/2016 12/2017
The Colony Group, Llc Boston MA 01/2018 01/2025
Focus Partners Wealth, Llc St. Louis MO 01/2025 Present
  • 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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-05-16
S65 Uniform Investment Adviser Law Examination 1995-01-06
  • 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

View on SEC IAPD

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