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Kenny Brian Bauer

Rockwood Wealth Management, LLC

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About Kenny Brian Bauer

Kenny Bauer is a financial advisor with Rockwood Wealth Management, LLC. Kenny has over 20 years of experience in the financial services industry. Kenny is a Certified Financial Planner™ professional and holds the Series 7, Series 63, and Series 65 licenses. Kenny specializes in providing financial planning and investment management services to individuals, families, businesses, and trusts. Kenny is committed to helping clients achieve their financial goals.

Firm Information

Kenny Bauer is currently registered with Rockwood Wealth Management, LLC. Rockwood Wealth Management, LLC is a registered investment advisor headquartered in New Hope, Pennsylvania. The firm manages over $2 billion in assets for individuals, trusts, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management, and selection of other advisors.
Rockwood Wealth Management, LLC

6464 LOWER YORK ROAD

NEW HOPE, PA 18938

$2.20B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenny Bauer’s Registration & Firm History

PA

09/29/2017 - Present

Rockwood Wealth Management, LLC (NEW HOPE PA)

PA

01/02/2002 - 06/22/2012

CAMBRIDGE INVESTMENT RESEARCH, INC. (DOYLESTOWN PA)

GA

04/08/1997 - 12/31/2001

FSC SECURITIES CORPORATION (ATLANTA GA)

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Licenses & Designations

IA

Issued 10/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenny Brian Bauer.
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