Michael Bauer (CRD# 4451149) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Grosse Pointe, MI and has over 21 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concurrent Investment Advisors LLC | Grosse Pointe, MI | Apr 2023 - Current | 1 |
| Bmr Retirement | Gross Pointe, MI | Feb 2019 - Current | 5 |
| Next Retirement Solutions | Grosse Pointe, MI | Feb 2019 - Current | 5 |
| Bmr Retirement Group, LLC | Grosse Pointe, MI | Jan 2018 - Current | 6 |
| Raymond James Financial Services Advisors Inc. | Grosse Pointe, MI | Jan 2018 - Apr 2023 | 5 |
| Raymond James Financial Services, Inc. | Grosse Point, MI | Jan 2018 - Apr 2023 | 5 |
| Wells Fargo Clearing Services, LLC | Grosse Pointe Woods, MI | Dec 2005 - Jan 2018 | 12 |
| Wells Fargo Advisors | Grosse Pointe Woods, MI | Dec 2002 - Jan 2018 | 15 |
| Wells Fargo Advisors, LLC | Grosse Pointe Woods, MI | Jan 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
- MI
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, ME, MI, MN, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, VA, WA, WI
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