CB
CFP · ChFC
CB
CFP · ChFC

Charles Wesley Baier

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingTax PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

1011 Warrenville Rd, Suite 155, Lisle, IL, 60532

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Charles sells non-variable insurance products, including life, disability, long-term care, and property & casualty insurance, dedicating minimal time to this. He also provides investment advisory services through Good Life Advisors, LLC, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Good Life Advisors, LLC
September 2021 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
Level Four Advisory Services
April 2020 - October 2021 · 1 yr 6 mos
Opus Wealth Management Group
May 2015 - April 2020 · 4 yrs 11 mos
Metlife Securities INC.
February 2007 - May 2015 · 8 yrs 3 mos
Metlife Securities INC.Broker
January 2006 - May 2015 · 9 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
January 2006 - July 2007 · 1 yr 6 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.