Daniel Bauer, financial advisor Colorado Springs CO

Daniel Bauer

CRD Number: 2892722
Current Firm: Bauer Wealth Management Inc.

Daniel Bauer (CRD# 2892722) is an Investment Advisor Representative working at Bauer Wealth Management Inc. in Colorado Springs, CO and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Altruistic Investing, LLC Colorado Springs, CO Jun 2017 - Current 6
Bauer Wealth Management Colorado Springs, CO Mar 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S65 NASAA Investment Advisors Law Examination Jun 2012
S66 NASAA Uniform Combined State Law Examination Jul 2000
Contact Info for Daniel C. Bauer
Phone Number: 719 575-9000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    133
    MILLIONS
  • Total Number of Accounts
    494
    ACCOUNTS
  • Average Account Value
    $269,866
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CO, TX

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