BAUER WEALTH MANAGEMENT INC.

BAUER WEALTH MANAGEMENT INC. of COLORADO SPRINGS, CO is an SEC-registered investment adviser (CRD 152977). Regulatory assets under management: $205.9M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (8)

NameRoleLocation
Daniel Carl BauerPRESIDENT
Stephen Daniel HeitzmannMEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER
Chris Aaron FranzMEMBER/INVESTMENT ADVISOR REPRESENTATIVE
Joe Sherman BreakeyMEMBER
BAUER DANIEL CARLPRESIDENT; PRESIDENT, MEMBER, AND CHIEF COMPLIANCE OFFICER
HEITZMANN STEPHEN DANIELMEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER
FRANZ CHRIS AARONMEMBER/INVESTMENT ADVISOR REPRESENTATIVE
BREAKEY JOE SHERMANMEMBER

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