Managing Partner | Ceo
Current
Jan 2020 - Present
AeroLeads people directory · profile
Stephen Heitzmann, Msf, Cpwa®, Crpc® Email & Phone Number
Managing Partner at Bauer Heitzmann
at
Bauer Heitzmann
1 work email found
@bauerwealthmanagement.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner at Bauer Heitzmann
Location
Colorado Springs, Colorado, United States
Who is Stephen Heitzmann, Msf, Cpwa®, Crpc®? Overview
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Quick answer
Stephen Heitzmann, Msf, Cpwa®, Crpc® is listed as Managing Partner at Bauer Heitzmann at Bauer Heitzmann, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at bauerwealthmanagement.com and a matched LinkedIn profile for Stephen Heitzmann, Msf, Cpwa®, Crpc®.
Stephen Heitzmann, Msf, Cpwa®, Crpc® previously worked as Managing Partner | CEO at Bauer Heitzmann and Senior Wealth Advisor - Vice President at Bauer Heitzmann. Stephen Heitzmann, Msf, Cpwa®, Crpc® holds Cpwa® Certification Registered Education Program, Wealth Management Theory & Practice from Yale School Of Management.
Company email context
Email format at Bauer Heitzmann
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{first}@bauerwealthmanagement.com
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AeroLeads found 1 current-domain work email signal for Stephen Heitzmann, Msf, Cpwa®, Crpc®. Compare company email patterns before reaching out.
Profile bio
About Stephen Heitzmann, Msf, Cpwa®, Crpc®
Stephen Heitzmann, is a Certified Private Wealth Advisor® designee who specializes in working with ultra-high-net-worth individuals. He was a Co-founder and CEO of Altruistic Investing, LLC until its acquisition by Bauer Wealth Management, Inc in 2019.Stephen believes in empowering others and changing the way people think about investing. He believes that properly managing risk and thoughtful financial planning will give people back their most important non-renewable asset, time. He has served high-net-worth individuals and families since 2010, assisting them in simplifying the complexity that financial success brings through creative planning.He brings strong character values, has many years of financial services experience to write about and share, and has been mentioned in financial publications. Stephen holds a B.A. in Economics and a Masters in Finance. He and his wife Chelsea live in Colorado Springs, CO where they enjoy many outdoor adventures from skiing fresh powder to playing competitive sports and climbing the Rocky Mountains.
Listed skills include Investments, Mutual Funds, Bonds, Leadership, and 18 others.
Current workplace
Stephen Heitzmann, Msf, Cpwa®, Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Stephen Heitzmann, Msf, Cpwa®, Crpc® work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor - Vice President
Sep 2017 - Dec 2019
Co-Founder | Ceo
-Company acquired on 12/31/2020-Director of company Strategy and Execution-Head of Digital Wealth Management product and in charge of implementation of many unique offerings in a rapidly changing investment landscape-Compliance, Risk and Controls management
Sep 2017 - Dec 2019
Broker Dealer Risk, Compliance And Operations
Oct 2015 - Aug 2017: Risk and ComplianceMay 2014 - Oct 2015: Operations
May 2014 - Aug 2017
Registered Financial Advisor And Securities Broker
Investment Counselor - May 2013 – May 2014Client Manager - Jun 2012 – May 2014Securities Trader - Jan 2011 – Jun 2012
Jan 2011 - May 2014
3 education records
Stephen Heitzmann, Msf, Cpwa®, Crpc® education
Cpwa® Certification Registered Education Program, Wealth Management Theory & Practice
Yale School Of Management
Master Of Science In Finance (Msf), Finance
College For Financial Planning
Bachelor Of Arts, Economics; Minor- Business
Colorado State University
FAQ
Frequently asked questions about Stephen Heitzmann, Msf, Cpwa®, Crpc®
Quick answers generated from the profile data available on this page.
What company does Stephen Heitzmann, Msf, Cpwa®, Crpc® work for?
Stephen Heitzmann, Msf, Cpwa®, Crpc® works for Bauer Heitzmann.
What is Stephen Heitzmann, Msf, Cpwa®, Crpc®'s role at Bauer Heitzmann?
Stephen Heitzmann, Msf, Cpwa®, Crpc® is listed as Managing Partner at Bauer Heitzmann at Bauer Heitzmann.
What is Stephen Heitzmann, Msf, Cpwa®, Crpc®'s email address?
AeroLeads has found 1 work email signal at @bauerwealthmanagement.com for Stephen Heitzmann, Msf, Cpwa®, Crpc® at Bauer Heitzmann.
Where is Stephen Heitzmann, Msf, Cpwa®, Crpc® based?
Stephen Heitzmann, Msf, Cpwa®, Crpc® is based in Colorado Springs, Colorado, United States while working with Bauer Heitzmann.
What companies has Stephen Heitzmann, Msf, Cpwa®, Crpc® worked for?
Stephen Heitzmann, Msf, Cpwa®, Crpc® has worked for Bauer Heitzmann, Altruistic Investing, Tiaa, and T. Rowe Price.
How can I contact Stephen Heitzmann, Msf, Cpwa®, Crpc®?
You can use AeroLeads to view verified contact signals for Stephen Heitzmann, Msf, Cpwa®, Crpc® at Bauer Heitzmann, including work email, phone, and LinkedIn data when available.
What schools did Stephen Heitzmann, Msf, Cpwa®, Crpc® attend?
Stephen Heitzmann, Msf, Cpwa®, Crpc® holds Cpwa® Certification Registered Education Program, Wealth Management Theory & Practice from Yale School Of Management.
What skills is Stephen Heitzmann, Msf, Cpwa®, Crpc® known for?
Stephen Heitzmann, Msf, Cpwa®, Crpc® is listed with skills including Investments, Mutual Funds, Bonds, Leadership, Finance, Financial Advisory, Etfs, and Options Strategies.
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