Nathan
Bauer

Pace Financial Advisors

CRD#6232690
Investment Advisor
in Hillsboro, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nathan Bauer is a financial advisor based in Hillsboro, Oregon, working with Pace Financial Advisors. Nathan has previously held positions at Edward Jones, Ameriprise Financial Services, Inc, Financial Advocates Investment Management, Pace Financial Advisors, Inc, and Lpl Financial, LLC. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Oregon and Texas. Currently, Nathan is part of Pace Financial Advisors, which operates out of Hillsboro, Oregon. The firm has 1 office and 9 employees. The firm manages assets totaling $301.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Pace Financial Advisors includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

421 Se Washington Street
Hillsboro, OR 97123

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Pace Financial Advisors Brokerage Details

Total Assets Under Management

$300,978,627

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

9

OR Average: 50
Total Number of Accounts

3,725

OR Average: 1,309
Average Account Size

$80,800

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Nathan Bauer Work History

2022 - Present (3 years)

Pace Financial Advisors, Inc

2022 - 2023 (1 year)

Lpl Financial, LLC

2020 - 2022 (2 years)

Financial Advocates Investment Management`

2017 - 2020 (3 years)

Ameriprise Financial Services, Inc

2013 - 2017 (4 years)

Edward Jones

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nathan 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 Pace Financial Advisors

Kevin Mellinger
Hillsboro, OR
Jeremiah Eischen
Hillsboro, OR
Grant Lawton
Hillsboro, OR
Erik Dante
Hillsboro, OR
Nathan Bauer
Hillsboro, OR
Zachary Moore
Hillsboro, OR
Christopher Mettee
Hillsboro, OR
Jeffrey Eischen
Hillsboro, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started