Dan Bauer

Dan Bauer Email and Phone Number

Bauer Heitzmann @ Bauer Heitzmann
Dan Bauer's Location
Colorado Springs, Colorado, United States, United States
Dan Bauer's Contact Details

Dan Bauer work email

Dan Bauer personal email

n/a

Dan Bauer phone numbers

About Dan Bauer

Experienced President with a demonstrated history of working in the financial services industry. Skilled in Securities, Investment Advisory, Mutual Funds, Trading, and High Net Worth Individuals. Strong business development professional with a Financial Planner focused in Finance and Financial Management Services from College of Financial Planning.

Dan Bauer's Current Company Details
Bauer Heitzmann

Bauer Heitzmann

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Bauer Heitzmann
Dan Bauer Work Experience Details
  • Bauer Heitzmann
    Chief Investment Officer
    Bauer Heitzmann Jan 2010 - Present
    United States
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  • Bauer Wealth Management, Llc
    Owner
    Bauer Wealth Management, Llc Dec 2009 - Present
    Dedicated Wealth Management for high net worth individuals, families and corporations.
  • Charles Schwab & Co, Inc
    Senior Financial Advisor
    Charles Schwab & Co, Inc Dec 1997 - Dec 2009
    Worked as a financial advisor building portfolios for high net worth individuals.
  • Fidelity Investments
    International Trading Desk
    Fidelity Investments Feb 1997 - Dec 1997
    Provided option trading support and trading strategies for institutional clients.
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Dan Bauer Skills

Wealth Management Finance Portfolio Management Investments Series 7 Investment Strategies Process Improvement Mutual Funds High Net Worth Individuals Securities Investment Advisory Business Analysis Customer Service Public Speaking Fluent In Spanish Fixed Annuities

Dan Bauer Education Details

Frequently Asked Questions about Dan Bauer

What company does Dan Bauer work for?

Dan Bauer works for Bauer Heitzmann

What is Dan Bauer's role at the current company?

Dan Bauer's current role is Bauer Heitzmann.

What is Dan Bauer's email address?

Dan Bauer's email address is da****@****ent.com

What is Dan Bauer's direct phone number?

Dan Bauer's direct phone number is +171948*****

What schools did Dan Bauer attend?

Dan Bauer attended Ricks College, College Of Financial Planning, University Of Colorado Denver, Metropolitan State University Of Denver.

What are some of Dan Bauer's interests?

Dan Bauer has interest in Children, Lifting Weights, Economic Empowerment, Traveling, Kickboxing, Politics, Education, Reading, Active In My Church, Watching Football.

What skills is Dan Bauer known for?

Dan Bauer has skills like Wealth Management, Finance, Portfolio Management, Investments, Series 7, Investment Strategies, Process Improvement, Mutual Funds, High Net Worth Individuals, Securities, Investment Advisory, Business Analysis.

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