Advisor at Northfort Financial, LLC
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.
Firm
Northfort Financial, LLC
Location
Defiance, OH
Credentials
Series 65
Industry experience
< 1 year
Kyler Baird is a financial advisor with NorthFort Financial, LLC, holding a Series 65 credential and beginning his industry experience in 2024. Prior to joining NorthFort, he worked at several firms including Manz Accounting and Insurance, Briskey Financial Services, LLC, and Oak Partners, Inc. Outside of his advisory role, Baird owns and operates Baird's Local Honey, an agricultural business focused on beekeeping and honey products. NorthFort Financial provides discretionary portfolio management, financial planning, and tax preparation primarily to individuals and families with non–high-net-worth profiles. The firm manages approximately $108–118 million in assets and employs growth and income strategies using a combination of charting, fundamental, and technical analysis.
Based on Northfort Financial, LLC
Financial Planning fees range from $0 to $5,000 annually; Tax Preparation fees range from $0 to $1,200 annually; Investment Management services fees may range from $0 to $24,000 annually.
Defiance, OH
Florida · Indiana · Michigan · Ohio
Manz Accounting and Insurance
2024 - 2025 (1 year)
Briskey Financial Services, LLC
2024 - Present (2 years)
University of Saint Francis
2024 - 2025 (1 year)
Oak Partners, Inc.
2024 - 2024 (1 year)
Manz Accounting and Insurance
2023 - 2024 (1 year)
University of Saint Francis
2023 - 2024 (1 year)
Buckeye Construction Company
2023 - 2023 (1 year)
Manz Accounting and Insurance
2023 - 2023 (1 year)
University of Saint Francis
2022 - 2023 (1 year)
Nemco Food Equipment
2022 - 2022 (1 year)
Baird's Local Honey
2021 - Present (5 years)
Hicksville Exempted Village Schools
2015 - 2022 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
Napoleon, OH
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CFP®
Defiance, OH
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I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease. I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well. I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.
Series 63, Series 66
Defiance, OH
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Series 63, Series 65
Defiance, OH
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CFP®, Series 66
Defiance, OH
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