Taylor Bauerle, financial advisor Deland FL

Taylor Bauerle

CRD Number: 6217663
Current Firm: Bauerle Financial, Inc.

Taylor Bauerle (CRD# 6217663) is an Investment Advisor Representative working at Bauerle Financial, Inc. in Deland, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Kairos Private Wealth, Inc. Lake Mary, FL Nov 2020 - Current 1
Bauerle Financial Inc. Lake Mary, FL Jan 2017 - Current 4
Tech Tempest, Inc. Dba B&w Global Atlanta, GA Mar 2014 - Sep 2017 3
Cnl Securities Orlando, FL Jun 2013 - May 2014 < 1
Auburn University Auburn, AL Sep 2008 - May 2013 4
Bauerle Financial Inc. Deland, FL Sep 2006 - May 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Taylor A. Bauerle
Phone Number: 386-589-6348
Registered State(s):
  • FL
Current Firm Details
Bauerle Financial, Inc.
Firm's CRD Number: 106775
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA, NC, TX

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