Stephen HeitzmannCRD Number: 5900481
Current Firm: Bauer Wealth Management, LLC
Stephen Heitzmann (CRD# 5900481) is an Investment Advisor Representative working at Bauer Wealth Management, LLC in Colorado Springs, CO and has over 6 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|Altruistic Investing, LLC||Colorado Springs, CO||Sep 2017 - Current||< 1|
|Bauer Wealth Management, LLC||Colorado Springs, CO||Sep 2017 - Current||< 1|
|Tiaa||Denver, CO||May 2014 - Current||3|
|Tiaa-cref Individual & Institutional Services, LLC||Denver, CO||May 2014 - Current||3|
|T. Rowe Price Investment Services, Inc.||Colorado Springs, CO||Feb 2011 - May 2014||3|
|Colorado State University||Fort Collins, CO||May 2006 - Dec 2010||4|
|Bauer Wealth Management||Colorado Springs, CO||May 2010 - Aug 2010||< 1|
|Coloscape||Fort Collins, CO||Jun 2009 - May 2010||< 1|
|Fake Bake Laundry Basket||Fort Collins, CO||Aug 2008 - Dec 2008||< 1|
|Environmental Abatement Southwest||Colorado Springs, CO||Dec 2006 - Jul 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management52MILLIONS
Total Number of Accounts200ACCOUNTS
Average Account Value$260,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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