Unclaimed Profile

Dan E Baer

PARK SHORE PARTNERS LLC·ERIE, Pennsylvania

Series 65Clean record25 years registeredPARK SHORE PARTNERS LLC

5121 ZUCK ROAD, ERIE, PA 16506CRD# 4556250Firm CRD# 145265

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dan E Baer · ERIE, PA

Registration

CRD #4556250 · PARK SHORE PARTNERS LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARK SHORE PARTNERS LLC

PARK SHORE PARTNERS LLC

Sep 2008 – Sep 2025

ERIE, PA

HBKS WEALTH ADVISORS

Feb 2001 – Sep 2025

Naples, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARK SHORE PARTNERS LLC

CRD 145265 · SEC 801-68594

AUM

$115M

Regulatory assets under management

Employees

5 client accounts

Services offered by PARK SHORE PARTNERS LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at PARK SHORE PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Dan E Baer offer?

Dan E Baer specializes in Retirement Planning.

What are Dan E Baer's credentials?

Dan E Baer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dan E Baer located?

Dan E Baer is based in ERIE, Pennsylvania, last registered with PARK SHORE PARTNERS LLC.

How does Dan E Baer charge for services?

Dan E Baer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARK SHORE PARTNERS LLC?

PARK SHORE PARTNERS LLC has approximately 12 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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