Bauerle Financial, Inc.
Bauerle Financial, Inc. (CRD# 106775) is a financial advisory firm headquartered in Lake Mary, FL. They manage $104,200,728 in 541 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management104MILLION
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Total Number of Accounts541ACCOUNTS
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Average Account Value$192,608
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, GA, NC, TX
Todd Bauerle (CRD# 1328549) is an Investment Advisor Representative working at Bauerle Financial, Inc. in Lake Mary, FL and has over 29 years of experience in the finance industry. Todd Bauerle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Taylor Bauerle (CRD# 6217663) is an Investment Advisor Representative working at Bauerle Financial, Inc. in Lake Mary, FL and has over 7 years of experience in the finance industry.