Bauerle Financial Inc.
Bauerle Financial Inc. (CRD# 106775) is a financial advisory firm headquartered in Lake Mary, FL. They manage $107,385,394 in 553 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management107MILLION
Total Number of Accounts553ACCOUNTS
Average Account Value$194,187
- 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 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)
- Educational seminars/workshops
FL, GA, NC, TX
Roman Franklin (CRD# 4829054) is an Investment Advisor Representative working at Bauerle Financial Inc. in Deland, FL and has over 13 years of experience in the finance industry.
Todd Bauerle (CRD# 1328549) is an Investment Advisor Representative working at Bauerle Financial Inc. in Lake Mary, FL and has over 26 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.