MB
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Mark Bauer
31 Years of Experience
Eau Claire, WI
1 DisclosureBroker
Mark Bauer is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Eau Claire, WI, with 31 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
131 S Barstow St, Eau Claire, WI, 54701
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2021Closed-No Action
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
July 2002 - February 2026 · 23 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
July 2002 - February 2026 · 23 yrs 7 mos
Primevest Financial Services, INC.Broker
February 2001 - July 2002 · 1 yr 5 mos
Invest Financial CorporationBroker
February 1996 - February 2001 · 5 yrs
American Express Financial Advisors INC.Broker
April 1994 - January 1996 · 1 yr 9 mos
Ids Life Insurance CompanyBroker
April 1994 - January 1996 · 1 yr 9 mos
State Registrations8 states
AZFLIAILMNNCTXWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.