Beau BauerCRD Number: 5914596
Current Firm: Waddell & Reed
Beau Bauer (CRD# 5914596) is an Investment Advisor Representative working at Waddell & Reed in Duluth, MN and has over 3 years of experience in the finance industry.
Wells Fargo Advisors, LLC
Commonwealth Financial Network
On Investment Management Co
|Various Insurance Carriers For W & R Insurance Agencies||Hermantown, MN||Oct 2013 - Current||3|
|Waddell & Reed, Inc.||Duluth, MN||Jul 2012 - Current||4|
|Waddell & Reed Inc.||Duluth, MN||Jan 2011 - Jul 2012||1|
|Student||Duluth, MN||Jan 2012 - Jun 2012||< 1|
|Student||St.cloud, MN||Dec 2000 - Jan 2012||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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