Jacob
Bauer

Kingsview Wealth Management, LLC

CRD#7219221
Investment Advisor
in Chicago, IL

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About this Advisor

Jacob Bauer is a financial advisor operating in Chicago, Illinois with a total of 3 years of relevant experience. Bauer is currently employed by Kingsview Wealth Management, LLC. Their career trajectory has included roles at Great Shot Golf, Libertyville Bank & Trust, Wintrust Financial, Kingsview Partners, Kelley School Of Business At Indiana University, Adlai E. Stevenson High School and Foreside Fund Services, LLC. Bauer maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. Kingsview Wealth Management, LLC is a financial advisory company operating out of Grants Pass, OR. The company has offices in 27 locations and a total of 150 people on staff. It controls $4 billion in assets under management between its 13,829 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 13,829 accounts, just 10% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Fees for financial advice largely vary depending on which services the firm provides the client. However, fee types billed by Kingsview Wealth Management, LLC can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

33 N La Salle St Suite 2510
Chicago, IL 60602

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Kingsview Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,584,124,096

IL Average: $1,120,203,312
Total Number of Employees

150

IL Average: 50
Total Number of Accounts

13,829

IL Average: 1,309
Average Account Size

$259,174

IL Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jacob Bauer Work History

Jacob has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Foreside Fund Services, LLC

2019 - Present (5 years)

Kingsview Partners

2018 - 2018 (< 1 year)

Wintrust Financial

2017 - 2017 (< 1 year)

Libertyville Bank & Trust

2016 - 2016 (< 1 year)

Great Shot Golf

2015 - 2019 (4 years)

Kelley School Of Business At Indiana University

2011 - 2015 (4 years)

Adlai E. Stevenson High School

*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 Jacob 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 Kingsview Wealth Management, LLC

William Collins
Summit, NJ
Mark Weatherly
Mountlake Terrace, WA
Jonathan Millman
Woodbury, NY
Scott Martin
Chicago, IL
Nicholas Sposa
Falls Church, VA
Joe Faulk
Crestview, FL
Phillip Williams
Grants Pass, OR
Joseph Froemming
Raleigh, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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