Zachary Michael Bauer
Investment adviser representative at Truepoint, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.4BFirm 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
- Pension consulting
Experience
10 years in the industry.
- Truepoint, Inc.Nov 2021 to now
- AnthemFeb 2021 to Oct 2021
- Not EmployedMay 2020 to Feb 2021
- Sheldon Reder, CpasFeb 2019 to Apr 2019
- University of CincinnatiAug 2018 to May 2020
- Sheldon Reder, CpasJan 2018 to Aug 2018
- University of CincinnatiAug 2017 to Dec 2017
- Sheldon Reder, CpasJan 2017 to Aug 2017
- University of CincinnatiJan 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Truepoint, Inc.
$6.4BAssets managed
1,934Clients
40Advisers
40 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
- 8243228
- Firm CRD
- 105664