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).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    541
    ACCOUNTS
  • Average Account Value
    $192,608
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, TX

Financial Advisors at Bauerle Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Todd A. Bauerle
CRD#: 1328549
1525 International Parkway, Suite 2021, Lake Mary, FL 32746

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.

2
Taylor A. Bauerle
CRD#: 6217663
1525 International Parkway, Suite 2021, Lake Mary, FL 32746

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.