Stephen Heitzmann, financial advisor Colorado Springs CO
93 score

Stephen Heitzmann

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Stephen D. Heitzmann
Phone Number: 719 575-9000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    52
    MILLIONS
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $260,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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