Thomas Bauer (CRD# 4548728) is an Investment Advisor Representative working at Bauer Financial Services, Inc. in Chagrin Falls, OH and has 1 year of experience in the finance industry. Thomas Bauer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bauer Financial Services, Inc. | Chagrin Falls, OH | Jan 1993 - Current | 31 |
- OH
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts77ACCOUNTS
-
Average Account Value$284,043
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
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