Kevin Bauer
Kevin Bauer is a registered investment advisor at Cetera Investment Advisers LLC, based in Akron, OH, with 27 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3200 W Market St Ste 300, Akron, OH, 44333
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Regulatory History (1)
Customer Dispute
August 2003Other Business ActivitiesSells Insurance
Kevin is an investment advisory representative at Financial Management Strategies, Inc. and sells fixed insurance products, including life, health, disability, annuities, and long-term care; these activities take up a significant portion of his time. Kevin also owns rental property, volunteers at Akron Children's Hospital Foundation and the Kiwanis Club, and is a financial professional at Vision Wealth Management.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Financial Management Strategies, INC.
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.