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Baum Financial Services, Inc. Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Baum Financial Services, Inc. is a small financial services firm based in The Villages, Florida, focused on retirement income planning for people nearing or already in retirement. Its planning approach aims to generate reliable retirement income while reducing risk to and preserving retirement assets, and it seeks to minimize income tax liabilities and taxes on Social Security benefits while supporting estate considerations. Baum Wealth Management operates as an independent investment advisory practice and offers its products and services through AE Wealth Management, LLC, a Registered Investment Adviser. Insurance products are offered through the firm's insurance business, Baum Financial Services Inc., while AE Wealth Management does not offer insurance products. The company traces its origins to 2003 and maintains a presence in The Villages, Florida, with a small team delivering retirement-income solutions.

Find Baum Financial Services, Inc. employees' phone numbers or email addresses

Baum Financial Services, Inc. Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Baum Financial Services, Inc.'s Leadership

  • Stylized image of a person
    S. D.
    Vp Operations
    Mobile Phone
  • Stylized image of a person
    S. C.
    Principal
    Mobile Phone
  • Stylized image of a person
    B. S.
    Financial Accountant
    Mobile Phone
  • Stylized image of a person
    D. M.
    Lead Income Planning Specialist Licensed 215 & Series 65
    Mobile Phone

Baum Financial Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Banking
  • Community & Social Services
  • Administrative
  • Other

Contact profiles from Baum Financial Services, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. D.
    Vp Operations
    Mobile Phone
    Jul 09, 2026
  • Stylized image of a person
    S. C.
    Principal
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    B. S.
    Financial Accountant
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    D. M.
    Lead Income Planning Specialist Licensed 215 & Series 65
    Mobile Phone
    Aug 06, 2026

Frequently Asked Questions

What is Baum Financial Services, Inc. known for?

Minus sign iconPlus sign iconBaum Financial Services, Inc. was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-352-686-****
. Explore Baum Financial Services, Inc.'s company overview page for more information.

What is Baum Financial Services, Inc.'s most common email format?

Minus sign iconPlus sign iconBaum Financial Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Baum Financial Services, Inc. email formats with LeadIQ.

How many employees does Baum Financial Services, Inc. have currently?

Minus sign iconPlus sign iconBaum Financial Services, Inc. has approximately 8 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Baum Financial Services, Inc.'s key employees and leadership?

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As of August 2026, Baum Financial Services, Inc.'s key employees include:

  • Vp Operations: S. D.
  • Principal: S. C.
  • Financial Accountant: B. S.
  • Lead Income Planning Specialist Licensed 215 & Series 65: D. M.

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