Unclaimed Profile

Jeremy R Baier

ISTHMUS PARTNERS, LLC·MADISON, Wisconsin

Clean record7 years registeredISTHMUS PARTNERS, LLC

1 SOUTH PINCKNEY STREET, MADISON, WI 53703CRD# 4977490Firm CRD# 171279

Profile Verification

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

Identity

Jeremy R Baier · MADISON, WI

Registration

CRD #4977490 · ISTHMUS PARTNERS, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ISTHMUS PARTNERS, LLC

ISTHMUS PARTNERS, LLC

Apr 2019 – Oct 2023

MADISON, WI

Registrations & Exams

Registration record

First registered · April 30, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ISTHMUS PARTNERS, LLC

CRD 171279 · SEC 801-79683

AUM

$1.1B

Regulatory assets under management

Employees

1,352 client accounts

Services offered by ISTHMUS PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ISTHMUS PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeremy R Baier offer?

Jeremy R Baier specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeremy R Baier's credentials?

Jeremy R Baier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeremy R Baier located?

Jeremy R Baier is based in MADISON, Wisconsin, last registered with ISTHMUS PARTNERS, LLC.

How does Jeremy R Baier charge for services?

Jeremy R Baier's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ISTHMUS PARTNERS, LLC?

ISTHMUS PARTNERS, LLC has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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