Kristen
Bauer
Laird Norton Wealth Management
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About this Advisor
Kristen Bauer is a personal financial specialist working out of Seattle, Washington, who has 3 years of industry experience. Bauer currently works for Laird Norton Wealth Management. During their career, the advisor has held roles at Tiedemann Advisors, Laird Norton Tyee Asset Strategies and The Threshold Group, LLC. Bauer holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Washington. Laird Norton Wealth Management is a company that has its headquarters in Seattle, WA. The company has offices in three locations and a total of 97 people on staff. It has $4 billion in assets under management among its 2,706 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 2,706 client accounts, 77% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. Financial advisory fee schedules largely are based on the services provided. However, fees charged by Laird Norton Wealth Management can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Laird Norton Wealth Management Brokerage Details
$4,060,993,183
97
2,706
$1,500,737
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Kristen Bauer Work History
Kristen has been registered as a financial advisor for 3 years.*
Laird Norton Tyee Asset Strategies
Tiedemann Advisors
The Threshold Group, 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 Kristen 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 Laird Norton Wealth Management
Seattle, WA
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Exton, PA
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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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