Stephen Daniel Heitzmann
Investment adviser representative at Bauer Wealth Management Inc.
12 yearsExperience
1 stateRegistered in
$205.9MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Bauer Wealth Management, LLC.Sep 2017 to now
- Altruistic Investing, LLC.Sep 2017 to now
- TIAA-CREF Individual & Institutional Services, LLCMay 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CO).
Bauer Wealth Management Inc.
$205.9MAssets managed
162Clients
4Advisers
4 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
- 5900481
- Firm CRD
- 152977