Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bauer is a financial professional in Akron, OH and has been in the industry since January 1999. Kevin Bauer is currently registered with Cetera Investment Advisers LLC and Financial Management Strategies, Inc. and is licensed in Ohio and Texas. Kevin Bauer has a strong track record of providing investment advice to individuals, businesses, and charitable organizations. Kevin Bauer specializes in financial planning, portfolio management, and estate planning. Kevin Bauer is committed to providing clients with personalized service and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (AKRON OH)
OH
01/12/1999 - 10/23/2017
AMERIPRISE FINANCIAL SERVICES, INC. (HUDSON OH)
MN
01/12/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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