Stephen Bauer Email & Phone Number
Managing Director - Head of Office @ United Capital Financial Advisors, LLC
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Stephen Bauer Location
- Spring, TX, US
Stephen Bauer Work
- Managing Director - Head of Office @ (December 2014 - Present)
- Registered Representative @ Girard Securities (December 2014 - August 2020)
- Financial Advisor @ (April 2013 - December 2014)
- Financial Advisor @ (January 2008 - April 2013)
- General Manager @ (August 2005 - December 2007)
- District Manager @ (August 2004 - August 2005)
- Branch Manager @ (March 2004 - August 2004)
Stephen Bauer Education
- Kaplan University
CERTIFIED FINANCIAL PLANNER TM
2011-2012 - University of Illinois Urbana-Champaign
Bachelor of Science (BS) (Consumer Economics and Finance)
2003-2007
Stephen Bauer Skills
- Investments
- Retirement
- Management
- Leadership
- Finance
- Financial Analysis
- Strategy
- Analysis
- Project Planning
- Microsoft Excel
- Financial Services
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Insurance
- Financial Advisory
- Team Building
- Financial Planning
- Portfolio Management
- Mutual Funds
- Asset Management
- Steps
- Marketing Strategy
- Securities
Stephen Bauer Summary
- Stephen Bauer, based in Spring, TX, US, is currently a Managing Director - Head of Office at United Capital Financial Advisors, LLC. Stephen Bauer brings experience from previous roles at Girard Securities, Ameriprise Financial Services, Inc., Wells Fargo Advisors, LLC and College Works Painting. Stephen Bauer holds a 2011 - 2012 CERTIFIED FINANCIAL PLANNER TM @ Kaplan University. With a robust skill set that includes Investments, Retirement, Management, Leadership, Finance and more. Stephen Bauer has 2 emails and 3 mobile phone numbers on RocketReach.
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