Austin James Roesler
Investment adviser representative at Bakeravenue
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.1BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- BakeravenueNov 2025 to now
- Charles Schwab BankSep 2024 to now
- Charles Schwab & Co., Inc.Jul 2023 to now
- TD Ameritrade, IncJun 2023 to Jun 2024
- UnemployedMay 2023 to Jun 2023
- Ameriprise Financial Services, LLCDec 2022 to Apr 2023
- UnemployedNov 2022 to Dec 2022
- Jwtc Wick LLCNov 2021 to Oct 2022
- Cannapreneur (bam) PartnersSep 2021 to Nov 2021
- Ameriprise Financial Services, LLC.Jun 2020 to Aug 2021
- UnemployedMar 2020 to Jun 2020
- Charter BankSep 2019 to Mar 2020
- TD AmeritradeMar 2019 to Sep 2019
- Wells FargoJun 2018 to Mar 2019
- Scheel's All SportsAug 2017 to Nov 2018
- Big Bore BbqJun 2017 to Aug 2017
- Full-time EducationSep 2016 to May 2020
- Toppers PizzaJun 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Bakeravenue
Legal name: Baker Avenue Asset Management, LP
$5.1BAssets managed
1,024Clients
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
- 7111153
- Firm CRD
- 132657