Robert BauerCRD Number: 4468723
Current Firm: Madrona Financial Services, LLC
Robert Bauer (CRD# 4468723) is an Investment Advisor Representative working at Madrona Financial Services, LLC in Everett, WA and has over 13 years of experience in the finance industry.
Wyatt Wealth Management
Sitka Pacific Capital Management, LLC
Thrivent Investment Management Inc.
|Bauer Evans Inc, Ps||Everett, WA||May 1989 - Current||32|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
Total Assets Under Management254MILLIONS
Total Number of Accounts527ACCOUNTS
Average Account Value$481,160
- A percentage of assets under your management
- Hourly charges
- 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
- Educational seminars/workshops
AZ, CA, FL, NC, NE, OR, TX, WA
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