Joe Baer, Financial Advisor located in Waunakee, WI

Financial Advisor
Joe Baer

CFP®, AAMS®
114 E Main St Suite 225, Waunakee, WI 53597opens in a new window
Client by Referral
Serving clients of all asset levels
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Focus Areas

  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Traveling
  • Golfing
  • Volunteering

Team Members

  • Nicole Smith
    Sr. Branch Office Administrator
    FPQP®
  • Joannie Kanable
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(608) 850-7066

Fax

(888) 899-1872

Office Address

114 E Main St Suite 225
Waunakee, WI 53597opens in a new window

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