Kevin James Bauer

Cetera Investment Advisers LLC

27 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment Management

Cetera Investment Advisers LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10087 advisors

Number of Clients

584,487 clients

Average Client Portfolio

$280K average

Assets Under Management

$163.8B

Fee Structure

Minimum Investment:$5K

Location

3200 W Market St Ste 300, Akron, OH, 44333

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History

Regulatory History (1)

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Customer Dispute

August 2003

Denied

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Other Business ActivitiesSells Insurance

Kevin is an investment advisory representative at Financial Management Strategies, Inc. and sells fixed insurance products, including life, health, disability, annuities, and long-term care; these activities take up a significant portion of his time. Kevin also owns rental property, volunteers at Akron Children's Hospital Foundation and the Kiwanis Club, and is a financial professional at Vision Wealth Management.