Matthew Baer, financial advisor Overland Park KS

Matthew Baer

CRD Number: 6783287
Current Firm: Primerica Advisors

Matthew Baer (CRD# 6783287) is an Investment Advisor Representative working at Primerica Advisors in Overland Park, KS and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Traditional Trucking Belvue, KS Aug 2023 - Current < 1
Pfs Investments Inc. Overland Park, KS Jul 2017 - Current 6
Primerica Financial Services Overland Park, KS Jun 2009 - Current 14
American Commercial Roofing Saint Marys, KS Jun 2021 - Aug 2022 1
Saint Mary's Academy Saint Marys, KS Jul 2008 - Jun 2022 13
The Onyx Collection Belvue, KS Jun 2015 - Aug 2015 < 1
Traditional Trucking Belvue, KS Jun 2015 - Aug 2015 < 1
Kg Moats & Sons Engineering Saint Marys, KS Jul 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2017
S65 NASAA Investment Advisors Law Examination Nov 2017
Contact Info for Matthew E. Baer
Phone Number: 833-786-0550
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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