Hausmann-johnson Bauch Financial, LLC

Hausmann-johnson Bauch Financial, LLC (CRD# 158965) is a financial advisory firm headquartered in Madison, WI. They manage $72,002,289 in 415 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    415
    ACCOUNTS
  • Average Account Value
    $173,499
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

WI

Financial Advisors at Hausmann-johnson Bauch Financial, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Anna Lisovskaya
CRD#: 6161107
[email protected], Weehawken, NJ 07086
98
Wealthminder
score

Anna Lisovskaya (CRD# 6161100) is an Investment Advisor Representative working at cksd;fjevthlghij;kk,kt'.k'k',trkhSolutions, Inc. in Weehawken, NJ and has over 5 years of experience in the finance industry.

2
John P. Friar
CRD#: 5461534
700 Regent St., Madison, WI 53715
93
Wealthminder
score

John Friar (CRD# 5461534) is an Investment Advisor Representative working at Hausmann-johnson Bauch Financial, LLC in Madison, WI and has over 9 years of experience in the finance industry.

3
Robert Schlicht
CRD#: 5969500
700 Regent St., Madison, WI 53715
90
Wealthminder
score

Robert Schlicht (CRD# 5969500) is an Investment Advisor Representative working at Hausmann-johnson Bauch Financial, LLC in Madison, WI and has 1 year of experience in the finance industry. Robert Schlicht 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.

4
Erik J. Hausmann
CRD#: 5165359
700 Regent St., Madison, WI 53715
87
Wealthminder
score

Erik Hausmann (CRD# 5165359) is an Investment Advisor Representative working at Hausmann-johnson Bauch Financial, LLC in Madison, WI and has over 2 years of experience in the finance industry.

5
Clinton L. Bauch
CRD#: 2791047
700 Regent St., Madison, WI 53715
83
Wealthminder
score

Clinton Bauch (CRD# 2791047) is an Investment Advisor Representative working at Hausmann-johnson Bauch Financial, LLC in Madison, WI and has over 21 years of experience in the finance industry.

6
Daniel J. Spellman
CRD#: 3173952
700 Regent St., Madison, WI 53715
49
Wealthminder
score

Daniel Spellman (CRD# 3173952) is an Investment Advisor Representative working at Hausmann-johnson Bauch Financial, LLC in Madison, WI and has over 18 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.