Bauserman Financial Services, Inc.

Bauserman Financial Services, Inc. (CRD# 115890) is a financial advisory firm headquartered in Winchester, VA. They manage $31,602,257 in 208 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Bauserman Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
John S. Bauserman
CRD#: 1140325
609 S. Braddock Street, Winchester, VA 22601

John Bauserman (CRD# 1140325) is an Investment Advisor Representative working at Bauserman Financial Services, Inc. in Winchester, VA and has over 33 years of experience in the finance industry. John Bauserman 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.

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