Bauer Wealth Management Inc.

Bauer Wealth Management Inc. (CRD# 152977) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $133,313,638 in 494 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    494
    ACCOUNTS
  • Average Account Value
    $269,866
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Bauer Wealth Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Daniel C. Bauer
CRD#: 2892722
7680 Goddard Street, Suite 213, Colorado Springs, CO 80920

Daniel Bauer (CRD# 2892722) is an Investment Advisor Representative working at Bauer Wealth Management Inc. in Colorado Springs, CO and has over 26 years of experience in the finance industry.

2
Stephen D. Heitzmann
CRD#: 5900481
7680 Goddard Street, Suite 213, Colorado Springs, CO 80920

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.

3
Chris A. Franz
CRD#: 7200031
5755 Mark Dabling Blvd, Suite 245, Colorado Springs, CO 80919

Chris Franz (CRD# 7200031) is an Investment Advisor Representative working at Bauer Wealth Management Inc. in Colorado Springs, CO and has over 4 years of experience in the finance industry.

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