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David Bauer, Aif® is listed as Director Investment Management at Shepherd Financial, LLC at Shepherd Financial, LLC, a company with 25 employees, based in Carmel, Indiana, United States. AeroLeads shows a work email signal at shepherdfin.com and a matched LinkedIn profile for David Bauer, Aif®.
David Bauer, Aif® previously worked as Director Investment Management at Shepherd Financial, Llc and Investment Manager at Oneamerica Financial Partners, Inc.. David Bauer, Aif® holds Bs, Financial Counseling And Planning from Purdue University.
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We believe in making a difference in employees’ lives by helping guide them on a path toward a successful retirement.We educate and motivate with informative and personalized tools to transform financial behavior while giving access to quality investments and keeping total plan costs as reasonable as possible, without sacrificing service.We help instill confidence in retirement plan trustees, corporate staff, and 401(k) participants by partnering with them through each step of our established process.Associate of Lincoln Investment- Broker Dealer- Member FINRA/SIPC, www.lincolninvestment.com. Shepherd Financial, LLC and the above firm are independent, non-affiliated.
Listed skills include Retirement Plan Consulting, Wealth Management, Investment Portfolio Design, Financial Planning, and 12 others.
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Indianapolis, Indiana Area
Primarily responsible for providing investment guidance for the firm through quantitative and qualitative research for application in individual wealth management and retirement plans. He helps individual clients through the management of investment model portfolios and works closely with plan sponsors to review and manage the plan’s investments.
Indianapolis, Indiana Area
Indianapolis, Indiana Area
Other employees you can reach at shepherdfin.com. View company contacts for 25 employees →
Shawny Adams
Colleague at Shepherd Financial, LlcEvansville, Indiana, United States, United States
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DJ
Dave Jacocks
Colleague at Shepherd Financial, LlcFishers, Indiana, United States, United States
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George Lauck
Colleague at Shepherd Financial, LlcIndianapolis, Indiana, United States, United States
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Joe Miller
Colleague at Shepherd Financial, LlcIndianapolis, Indiana, United States, United States
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Noel Phillips, Qka®, Cebs®
Colleague at Shepherd Financial, LlcGreater Indianapolis, United States
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Curtis Clem
Colleague at Shepherd Financial, LlcContact Info, United States
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Jeff Sharp
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
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Brian Feuer
Colleague at Shepherd Financial, LlcColumbus, Ohio, United States, United States
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KW
Kylie Weber
Colleague at Shepherd Financial, LlcFishers, Indiana, United States, United States
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Cassaundra Holton
Colleague at Shepherd Financial, LlcNew Albany, Indiana, United States, United States
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Quick answers generated from the profile data available on this page.
David Bauer, Aif® works for Shepherd Financial, LLC.
David Bauer, Aif® is listed as Director Investment Management at Shepherd Financial, LLC at Shepherd Financial, LLC.
AeroLeads has found 1 work email signal at @shepherdfin.com for David Bauer, Aif® at Shepherd Financial, LLC.
David Bauer, Aif® is based in Carmel, Indiana, United States while working with Shepherd Financial, LLC.
David Bauer, Aif® has worked for Shepherd Financial, Llc and Oneamerica Financial Partners, Inc..
David Bauer, Aif®'s colleagues at Shepherd Financial, LLC include Shawny Adams, Dave Jacocks, George Lauck, Joe Miller, and Noel Phillips, Qka®, Cebs®.
You can use AeroLeads to view verified contact signals for David Bauer, Aif® at Shepherd Financial, LLC, including work email, phone, and LinkedIn data when available.
David Bauer, Aif® holds Bs, Financial Counseling And Planning from Purdue University.
David Bauer, Aif® is listed with skills including Retirement Plan Consulting, Wealth Management, Investment Portfolio Design, Financial Planning, Qualified Retirement Plans, 401K, Erisa, and Investment Mo.
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