Brett Joseph Bauman
Investment adviser representative at Hungerford Financial LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$492.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Hungerford Financial, LLCAug 2022 to now
- United Planners Financial ServicesAug 2022 to now
- The Vanguard Group, Inc.Jul 2017 to Jul 2022
- Western Michigan UniversitySep 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Hungerford Financial LLC
Legal name: Hanc Wealth Management, LLC
$492.1MAssets managed
349Clients
5Advisers
7 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
- 6647444
- Firm CRD
- 249789