Unclaimed Profile

Jean Carol Baley

LANDAAS & COMPANY·MILWAUKEE, Wisconsin

LANDAAS & COMPANY

411 E WISCONSIN AVE, MILWAUKEE, WI 53202CRD# 1963792Firm CRD# 47487

Profile Verification

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

Identity

Jean Carol Baley · MILWAUKEE, WI

Registration

CRD #1963792 · LANDAAS & COMPANY

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Jean Carol Baley is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with LANDAAS & COMPANY. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LANDAAS & COMPANY

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LANDAAS & COMPANY →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1963792

Firm CRD# 47487

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jean Carol Baley offer?

Jean Carol Baley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Jean Carol Baley's credentials?

Jean Carol Baley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jean Carol Baley located?

Jean Carol Baley is based in MILWAUKEE, Wisconsin, working with LANDAAS & COMPANY. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Jean Carol Baley charge for services?

Jean Carol Baley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LANDAAS & COMPANY?

LANDAAS & COMPANY has approximately 26 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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