Dan Bauer Email & Phone Number
Chief Investment Officer @ Bauer Heitzmann
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Dan Bauer Location
- Colorado Springs, CO, US
Dan Bauer Work
- 2010 - now Chief Investment Officer @
- 2009 - now Owner @ Bauer Wealth Management, LLC
- 1997 - 2009 Senior Financial Advisor @ Charles Schwab & Co, Inc
- 1997 - 1997 International trading desk @
Dan Bauer Education
- College of Financial Planning
Financial Planner (Finance and Financial Management Services)
2000 - 2001 - University of Colorado Denver
Bachelor of Science (Finance)
1996 - 1997 - Metropolitan State University of Denver
(Finance, General)
1995 - 1996 - Ricks College
(Finance)
1992 - 1993
Dan Bauer Skills
- Portfolio Management
- High Net Worth Individuals
- Securities
- Investment Strategies
- Management
- Financial Reporting
- Investments
- Business Analysis
- Microsoft Excel
- Public Speaking
- Fluent in Spanish
- Fixed Annuities
- Finance
- Process Improvement
- Customer Service
- Investment Advisory
- Series 7
- Wealth Management
- Mutual Funds
Dan Bauer Summary
- Dan Bauer, based in Colorado Springs, CO, US, is currently a Chief Investment Officer at Bauer Heitzmann. Dan Bauer brings experience from previous roles at Bauer Wealth Management, LLC, Charles Schwab & Co, Inc and Fidelity Investments. Dan Bauer holds a 2000 - 2001 Financial Planner in Finance and Financial Management Services @ College of Financial Planning. With a robust skill set that includes Portfolio Management, High Net Worth Individuals, Securities, Investment Strategies, Management and more. Dan Bauer has 2 emails and 2 mobile phone numbers on RocketReach.
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