Nick Bauer
Financial Advisor at Edward Jones
Based in Oshkosh, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Oshkosh
Industry
Financial Services
Company size
87
Contact information
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n•••••••@edwardjones.com
Phone
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Background
About Nick Bauer
Before joining Edward Jones, I chased a lifetime dream of mine playing professional golf with hopes of competing at the highest level. I traveled and competed in mini tour events, State Opens, and Monday qualifiers, going against some of the game's rising stars. I understand the physical, mental, and financial hurdles to working toward a dream. As your financial advisor, we will partner together to create a plan to give you the best shot at reaching your goals. My clients range from retirees enjoying their hard earned money to working professionals motivated to build their wealth to create their ideal retirement and lifestyle. I also work with business owners who require exit planning or want to invest through their company. Holding the Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA®) designation, I also provide tailored strategies to help athletes and entertainers who have unique and complex needs around shorter careers, high incomes and taxes, and additional risks. I collaborate with CPAs, attorneys, and other business professionals to help simplify client's financial strategies, offering a comprehensive approach to their finances. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. My wife, Chantal, and I were both born and raised in Oshkosh, Wisconsin. We recently welcomed our first child, Tommy, and have enjoyed every second raising him and watching him grow. Together, you can find us rooting on all the Wisconsin sports teams any chance we get. We love to golf, play pickleball, and stay active by going on runs, lifting weights, and playing pickup games of basketball every now and then. I value getting to know you and look forward to partnering together to help you achieve your financial For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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