Stephen Heitzmann (CRD# 5900481) is an Investment Advisor Representative working at Bauer Wealth Management Inc. in Colorado Springs, CO and has over 12 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bauer Wealth Management, LLC | Colorado Springs, CO | Sep 2017 - Current | 6 |
| Altruistic Investing, LLC | Colorado Springs, CO | Sep 2017 - Current | 6 |
| Tiaa-cref Individual & Institutional Services, LLC | Denver, CO | May 2014 - Aug 2017 | 3 |
| T. Rowe Price Investment Services, Inc. | Colorado Springs, CO | Jan 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- CO
-
Total Assets Under Management133MILLIONS
-
Total Number of Accounts494ACCOUNTS
-
Average Account Value$269,866
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, TX
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