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This profile was last updated on 9/27/14  and contains information from public web pages and contributions from the ZoomInfo community.

Michael D. Baer

Wrong Michael D. Baer?

President, Financial Advisor

Phone: (608) ***-****  
Financial Design Group Inc
8010 Excelsior Dr Ste 200
Madison , Wisconsin 53717
United States

 
Background

Employment History

Board Memberships and Affiliations

  • Board Member
    Habitat
  • Board Member
    Big Brothers Big Sisters

Education

  • Bachelor's degree , Economics
    University of Wisconsin-Madison
20 Total References
Web References
Michael D. ...
www.financialdesigngroupinc.com, 27 Sept 2014 [cached]
Michael D. Baer
...
Michael D Baer, LUTCF
Michael provides knowledge and experience in the areas of wealth creation, management and preservation. His practice addresses asset protection, retirement and estate planning. Michael focuses on the client's financial decision-making process, helping them to make efficient financial choices to maximize their wealth potential and enjoyment. As a macroeconomic specialist, Michael helps clients measure, verify and coordinate their financial decisions.
Michael is a seasoned professional and has been assisting clients with their concerns in the areas of financial services and insurance risk management since 1983. He earned his Bachelor's degree in Economics from the University of Wisconsin-Madison in 1980.
Michael and his wife Cathy have lived the majority of their lives in the Madison area. This has provided Michael the opportunity to serve on numerous community service boards and committees including Habitat for Humanity, Big Brothers & Big Sisters, Independent Living, Crimestoppers, Rotary, and the Madison Association of Insurance and Financial Advisors. He greatly enjoys working and associating with people who have a desire to help others.
Not licensed in all 50 states. Please contact Michael to find which states he is licensed in.
Michael is a Registered Representavie of Park Avenue Securities LLC (PAS), 8010 Excelsior Dr, Suite 200 Madison, WI 53717.
Habitat Board and Committee Members - Dane County
www.habitatdane.org, 20 Aug 2012 [cached]
Michael Baer, PastPresident , Financial Advisor, Financial Design Group
...
Michael Baer, chair
...
Michael Baer
FDG-Associates Page 01
www.financialdesigngroupinc.com, 5 May 2012 [cached]
Michael D. Baer
Michael provides expertise in the areas of wealth creation, management and preservation. His practice addresses asset protection, retirement and estate planning. Michael focuses on the client's financial decision making process, helping them to make efficient financial choices to maximize their wealth potential and enjoyment. As a macroeconomic specialist, Michael helps clients measure, verify and coordinate their financial decisions.
Michael is a seasoned professional and has been assisting clients with their concerns in the areas of financial services and insurance risk management since 1983. He earned his Bachelor's degree in Economics from the University of Wisconsin-Madison in 1980.
Michael and his wife Cathy have lived the majority of their lives in the Madison area. This has provided Michael the opportunity to serve on numerous community service boards and committees including Habitat for Humanity, Big Brothers & Big Sisters, Independent Living, Crimestoppers, Rotary, and the Madison Association of Insurance and Financial Advisors. He greatly enjoys working and associating with people who have a desire to help others.
Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advise. Please consult with your attorney, accountant, and/or tax advisor for advise concerning your particular circumstances.
Not licensed in all 50 states, contact Michael to find which states he is licensed in.
Board and Committees | Habitat for Humanity® of Dane County, Inc.
habitatdane.org, 5 Aug 2013 [cached]
Michael Baer, PastPresident, Financial Advisor, Financial Design Group
...
Michael Baer, chair
Home
www.bbbsmadison.org, 13 May 2003 [cached]
Michael Baer Financial Design Group
...
Michael Baer Financial Design Group
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