Profile
Todd Alex Bauerle is the founder of Bauerle Financial, Inc. where he currently holds the title of President & Chief Compliance Officer since 1995.
He was a Principal at Raymond James Financial, Inc. from 1984 to 1986 and a Financial Advisor at Lincoln Financial Group, Inc. (Indiana) from 1986 to 1995.
Mr. Bauerle earned his undergraduate degree from Embry-Riddle Aeronautical University in 1982.
Todd Alex Bauerle active positions
| Companies | Position | Start |
|---|---|---|
Bauerle Financial, Inc.
Bauerle Financial, Inc. Investment ManagersFinance Bauerle Financial designs a wealth plan that evaluates client’s current financial situation by analyzing their assets and liabilities, income, expenses, income taxes, risk management, investment portfolio, and estate plan. | Chief Executive Officer | 01/01/1995 |
Former positions of Todd Alex Bauerle
| Companies | Position | End |
|---|---|---|
Lincoln Financial Group, Inc. (Indiana) | Corporate Officer/Principal | 01/01/1995 |
| RAYMOND JAMES FINANCIAL, INC. | Corporate Officer/Principal | 01/01/1986 |
Training of Todd Alex Bauerle
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
| Private companies | 4 |
|---|---|
Raymond James Financial, Inc.
Raymond James Financial, Inc. Investment ManagersFinance Provides wealth management, investment banking and advisory services | Finance |
Bauerle Financial, Inc.
Bauerle Financial, Inc. Investment ManagersFinance Bauerle Financial designs a wealth plan that evaluates client’s current financial situation by analyzing their assets and liabilities, income, expenses, income taxes, risk management, investment portfolio, and estate plan. | Finance |
Embry-Riddle Aeronautical University
Embry-Riddle Aeronautical University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lincoln Financial Group, Inc. (Indiana) |
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