Unclaimed Profile

Dan E Baer

PARK SHORE PARTNERS LLC·ERIE, Pennsylvania

Clean recordPARK 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dan E Baer is a registered financial advisor based in ERIE, Pennsylvania, affiliated with PARK SHORE PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PARK SHORE PARTNERS LLC

AUM

$115M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PARK SHORE PARTNERS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4556250

Firm CRD# 145265

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dan E Baer offer?

Dan E Baer specializes in Retirement Planning. Contact their office in ERIE, Pennsylvania for a consultation.

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, working with PARK SHORE PARTNERS LLC. Their office serves clients in the ERIE metropolitan area and surrounding communities.

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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