Baylee Ann Saladis
Advisor at MBE Wealth Management, LLC — Tomah, WI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
5 years
Location
Tomah, WI 54660
MBE Wealth Management, LLC
Team
Baylee Saladis is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at MBE Wealth Management, LLC since 2021 and previously at Wealthspire Advisors in 2020. Saladis is also affiliated with the University of Wisconsin-Madison and has experience in insurance sales. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and financial institutions. The firm constructs diversified portfolios primarily using low-cost mutual funds and ETFs, employing a long-term investment approach with fundamental and technical analysis, and offers a range of financial planning and consulting services.
Based on MBE Wealth Management, LLC
Based on MBE Wealth Management, LLC
Fixed fees for financial planning engagements range from $500 to $2,500 per engagement
Up to 1.50% annually (negotiable based on factors such as complexity, asset level, overall relationship)
Commission-based compensation earned for selling insurance products, separate from advisory fees
Financial planning services hourly fees range from $100 to $300 per hour
Fee-only: Investment advisory fees paid quarterly or monthly, ranging up to 1.50% annually, negotiable; Financial planning fees $100-$300/hour or fixed fees $500-$2,500 per engagement; Retirement plan advisory fees up to 0.75% annually; Financial institution consulting fee 0.65% annually on assets under management
Tomah, WI
200 W. Warren St.
Tomah WI 54660
Advisors at this office
11
Wisconsin
5 years of industry experience
MBE Wealth Management, LLC
2021 - Present • 5 years
Reedsburg, WI
Wealthspire Advisors
2020 - 2020 • 1 year
Madison, WI
University of Wisconsin-Madison
2018 - Present • 8 years
Madison, WI
University of Wisconsin-Madison
2017 - Present • 9 years
Madison, WI
Wisconsin Riverside Resort
2015 - 2020 • 5 years
Spring Green, WI
High School
2013 - 2017 • 4 years
Spring Green, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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