Chief Investment Officer
Current
Jan 2010 - Present
AeroLeads people directory · profile
Dan Bauer Email & Phone Number
Chief Investment Officer
at
Bauer Heitzmann
1 work email found
@bauerwealthmanagement.com
1 phone found area 719
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Officer
Location
Colorado Springs, Colorado, United States
Who is Dan Bauer? Overview
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Quick answer
Dan Bauer is listed as Chief Investment Officer at Bauer Heitzmann, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at bauerwealthmanagement.com, phone signal with area code 719, and a matched LinkedIn profile for Dan Bauer.
Dan Bauer previously worked as Owner at Bauer Wealth Management, Llc and Senior Financial Advisor at Charles Schwab & Co, Inc. Dan Bauer holds Finance from Ricks College.
Company email context
Email format at Bauer Heitzmann
This section adds company-level context without repeating Dan Bauer's masked contact details.
{first}@bauerwealthmanagement.com
86% confidence
AeroLeads found 1 current-domain work email signal for Dan Bauer. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Wealth Management, Finance, Portfolio Management, Investments, and 12 others.
Current workplace
Dan Bauer's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Dan Bauer work experience
A career timeline built from the work history available for this profile.
Owner
Bauer Wealth Management, Llc
Dedicated Wealth Management for high net worth individuals, families and corporations.
Senior Financial Advisor
Charles Schwab & Co, Inc
Worked as a financial advisor building portfolios for high net worth individuals.
Dec 1997 - Dec 2009
International Trading Desk
Provided option trading support and trading strategies for institutional clients.
Feb 1997 - Dec 1997
4 education records
Dan Bauer education
Finance
Financial Planner, Finance And Financial Management Services
College Of Financial Planning
Bachelor Of Science, Finance
Finance, General
FAQ
Frequently asked questions about Dan Bauer
Quick answers generated from the profile data available on this page.
What company does Dan Bauer work for?
Dan Bauer works for Bauer Heitzmann.
What is Dan Bauer's role at Bauer Heitzmann?
Dan Bauer is listed as Chief Investment Officer at Bauer Heitzmann.
What is Dan Bauer's email address?
AeroLeads has found 1 work email signal at @bauerwealthmanagement.com for Dan Bauer at Bauer Heitzmann.
What is Dan Bauer's phone number?
AeroLeads has found 1 phone signal(s) with area code 719 for Dan Bauer at Bauer Heitzmann.
Where is Dan Bauer based?
Dan Bauer is based in Colorado Springs, Colorado, United States while working with Bauer Heitzmann.
What companies has Dan Bauer worked for?
Dan Bauer has worked for Bauer Heitzmann, Bauer Wealth Management, Llc, Charles Schwab & Co, Inc, and Fidelity Investments.
How can I contact Dan Bauer?
You can use AeroLeads to view verified contact signals for Dan Bauer at Bauer Heitzmann, including work email, phone, and LinkedIn data when available.
What schools did Dan Bauer attend?
Dan Bauer holds Finance from Ricks College.
What skills is Dan Bauer known for?
Dan Bauer is listed with skills including Wealth Management, Finance, Portfolio Management, Investments, Series 7, Investment Strategies, Process Improvement, and Mutual Funds.
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