Michael Baer has been an investment adviser representative at Curran Financial Partners since May 2018, and is not listed among the firm’s executive officers or direct owners.
Curran Financial Partners, LLC is a Daniel Island, SC firm with $749M under management, 1,315 clients and 10 advisers across 3 offices, as of its July 2026 filing.
Michael Baer is with Curran Financial Partners. Baer worked in banking in Pennsylvania before an opportunity in Charleston opened a new career, and also spent time with Geek Squad. Baer helps families think through complex financial decisions, with a focus on using investments wisely, creating income strategies and avoiding unnecessary tax burdens.
- – present · 8 yearsDaniel Island, SC · Adviser representative · Firm CRD 281943
Professional designations
Listed by Curran Financial Partners
- Certified Tax Specialist (CTS)
Investment adviser representative registrations
Michael Baer is registered as an investment adviser representative in 3 states. The first approvals date from May 2018; the most recent is Georgia, in January 2020.
- GeorgiaSince 28 January 2020
- North CarolinaSince 10 January 2020
- South CarolinaSince 21 May 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 May 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 30 November 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 November 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael R Baer
- CRD
- 6674368
- Firm
- Curran Financial Partners · CRD 281943
- Office
- 115 RIVER LANDING DR, SUITE 200, Daniel Island, SC 29492
- Registration
- Investment adviser registration
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- curranfinancialpartners.com
Where does Michael Baer work?
Michael Baer is an investment adviser representative registered through Curran Financial Partners, LLC since May 2018, and is not listed among the firm’s executive officers or direct owners.
Is Michael Baer a financial advisor?
Yes. Michael Baer has a current investment-adviser registration in Georgia, North Carolina and South Carolina, through Curran Financial Partners since May 2018.
How many years of experience does Michael Baer have?
Michael Baer has 9 years in the financial industry, since March 2017, across 1 adviser firm.
What exams has Michael Baer passed?
Michael Baer has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in November 2016. FINRA credited Michael Baer with the SIE, which began in October 2018.
Where is Michael Baer based?
Michael Baer’s registered office is in Daniel Island, SC.
Is Michael Baer registered with FINRA?
No. Michael Baer has no current broker registration.
How can I verify Michael Baer’s record?
Search CRD 6674368 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Baer’s full registration record.
- Adam CurranPresident
- Matthew GiggeyChief Compliance Officer