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Inactive

Lisa Kay Helin

Baer Wealth Management

Marietta, GA

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Current Employers
Baer Wealth Management

101 Village Parkway Building 1, Suite 200, Marietta, GA 30067 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-04-22
TX RA APPROVED 2024-04-10
  • GA RA
    APPROVED
    Since 2024-04-22
  • TX RA
    APPROVED
    Since 2024-04-10

Branch Locations

101 Village Parkway Building 1, Suite 200, Marietta, GA 30067 • 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
Baer Wealth Management Marietta GA 04/2024 Present
Baer Wealth Management Marietta GA 03/2019 Present
Retired Marietta GA 03/2017 03/2019
Cooks Warehouse Inc. Marietta GA 04/2014 03/2017
Designations

View on SEC IAPD

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LOIS ANN BAFAS
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BENITO CANALES
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Other Offices

SENTARA CAPITAL · MARIETTA, GA
ANOVEST INVESTMENT ADVISORS · MARIETTA, GA
THIRD ACT RETIREMENT PLANNING, INC. · MARIETTA, GA
OSAIC WEALTH, INC. · MARIETTA, GA
WELLS FARGO CLEARING SERVICES, LLC · MARIETTA, GA
EDWARD JONES · Marietta, GA
FIFTH THIRD SECURITIES, INC. · MARIETTA, GA
TRUIST ADVISORY SERVICES, INC. · MARIETTA, GA

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