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Marcus Matthew Bauman

Investment adviser representative at Interactive Financial Advisors
13 yearsExperience
1 stateRegistered in
$240.4MFirm assets
21 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Interactive Financial AdvisorsJul 2013 to now
  2. Bauman Financial, LLCJun 2013 to now
  3. Insound Audio, Inc.Jun 2013 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (VA).

Interactive Financial Advisors

Legal name: Interactive Financial Advisors, Inc.

$240.4MAssets managed
1,307Clients
34Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5278844
Firm CRD
125117
Advisor's SEC record (opens in a new tab)
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