• Ted Baszler, CFA®, CPA®

    Educational Background

    B.B.A., Accounting, University of Wisconsin Whitewater 1990

    Professional Designations and Licenses

    Certified Public Accountant (CPA) 1996

    Earned the designation of Chartered Financial Analyst (CFA) 2003 C.

    Business Background

    Vice President, Director of Research 11/2017–Present Legacy Capital Partners, Inc.

    Portfolio Manager 02/2016–10/2017 ClearTrack Financial Advisors

    Vice President, Portfolio Manager 01/2000–02/2015 Heartland Advisors, Inc.



Company Info

Legacy Capital Partners, Inc.
1200 N. Mayfair Road, Suite 360
Milwaukee, WI 53226
Phone: (414) 271-1664
Email: info@legacycapitalpartners.net