Daniel
Bauer
Bauer Wealth Management Inc
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About this Advisor
Daniel Bauer is a financial advisor based in Colorado Springs, Colorado, working with Bauer Wealth Management Inc. Daniel has previously held positions at Bauer Wealth Management and Altruistic Investing, LLC. Daniel has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Daniel is part of Bauer Wealth Management Inc, which operates out of Colorado Springs, Colorado. The firm has 3 employees and manages assets totaling $133.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Bauer Wealth Management Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bauer Wealth Management Inc Brokerage Details
$133,313,638
3
494
$269,866
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Bauer Work History
Altruistic Investing, LLC
Bauer Wealth Management
Disclosures
Please visit the SEC profile of Daniel Bauer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bauer Wealth Management Inc
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
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