Nicholas Bauer (CRD# 7851441) is an Investment Advisor Representative working at Edward Jones in Oshkosh, WI and has 1 year of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 2186552
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jan 2024 - Current | < 1 |
| Colleton River Club | Bluffton, SC | Jan 2023 - Jan 2024 | 1 |
| Sole Proprietorship | Oshkosh, WI | Aug 2019 - Nov 2023 | 4 |
| Port Royal Golf And Racquet Club | Hilton Head Island, SC | Feb 2022 - Aug 2023 | 1 |
| Dick's Sporting Goods | Oshkosh, WI | Sep 2020 - Jun 2021 | < 1 |
| Dick's Sporting Goods | Oshkosh, WI | Nov 2019 - May 2020 | < 1 |
| Full-time Student At University Of Wisconsin-eau Claire | Eau Claire, WI | Sep 2015 - May 2019 | 3 |
| Oshkosh Area School District- Recreation Department | Oshkosh, WI | Jun 2017 - Jul 2017 | < 1 |
| Oshkosh Area School District- Recreation Department | Oshkosh, WI | Jun 2016 - Jul 2016 | < 1 |
| Oshkosh Area School District- Recreation Department | Oshkosh, WI | Jun 2015 - Jul 2015 | < 1 |
| Full-time Student- High School | Oshkosh, WI | Jan 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- SC
- WI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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