Vicki
Bauer
Missionsquare Retirement
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About this Advisor
Vicki Bauer is a certified financial planner operating out of Washington, District Of Columbia with a total of 1 year of relevant experience. Bauer works at Missionsquare Retirement. During their career, Bauer has held roles at Matthew Plocher, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Missionsquare Investment Services and Northwestern Mutual Investment Services, LLC. Bauer holds a Series 63 license, which qualifies them as a securities representative, and is able to work in California and District Of Columbia. Missionsquare Retirement is a registered investment business headquartered in Washington, DC. The investment advisory business has offices in nine locations and a total of 608 financial advisors. It has $641 million in total assets across its one customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The company offers a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely depend on the type of services. However, fee types billed by Missionsquare Retirement typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Missionsquare Retirement Brokerage Details
$641,022,740
608
1
$641,022,740
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Vicki Bauer Work History
Vicki has been registered as a financial advisor for 1 years.*
Missionsquare Investment Services
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Matthew Plocher
Matthew Plocher
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vicki 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 Missionsquare Retirement
Washington, DC
Franklin Lakes, NJ
Charlotte, NC
Washington, DC
Washington, DC
Elk Grove Village, IL
Washington, DC
La Mesa, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
