Bruce BauerCRD Number: 1210726
Current Firm: Cuna Brokerage Services, Inc.
Bruce Bauer (CRD# 1210726) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Scottsdale, AZ and has over 31 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Cuna Mutual Group||Waverly, IA||Jan 1997 - Current||21|
|Cuna Brokerage Services, Inc.||Waverly, IA||Jan 1991 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1986|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV