Brandon Bauerle
Louisiana State University
Tell me more about Brandon Bauerle?
Brandon Bauerle is a financial advisor with 6.2 years of experience. Based in the United States, he works at Edward Jones in St. Louis, specializing in risk assessment, financial review, wealth strategies, and estate considering. Brandon is known for his ability to partner with individual investors on identifying and implementing strategies to achieve specific goals. He also coordinates and works with professionals such as CPAs, Estate Planning Attorneys, and Life Insurance Specialists. Brandon's expertise and experience make him a valuable asset in the finance industry.
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About
As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs. Edward Jones works with over 7 million serious, long-term investors just like you. Feel free to call (281) 839-7313 or email [email protected] to schedule your complimentary portfolio review either in-office, over the phone, or through web conference /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
...See MoreWork Experience
Financial Advisor
Financial Advisor
Financial Services
Brandon Bauerle's Professional Milestones
- Financial Advisor (2017-09-01~): Provided targeted financial advice to clients, fostering financial efficiency and reducing risk.
- Financial Advisor: Provided comprehensive financial analysis and assessment to support clients' investment goals and mitigate risk.
Education
Bachelors,
Bachelor Of Science,
Biology/biological Sciences,
General
1199145600-1325376000Certification
Colleagues
Scott Bell
Digital Product Owner - Operational Enablement -Custody
Scott Young
Owner, Bootleggers Rest. & Brewery
Erika Gish
Product Owner | Collaborator | Project Management Experience
paul dines
Owner
Sheila Peelen, AAMS™
Financial Advisor serving individuals & businesses| Business Owner Strategies | Retirement Planning | Financial Coaching
Other Named Brandon Bauerle
Frequently asked questions
We found 2 Brandon Bauerle's phone numbers
Brandon Bauerle works for Edward Jones
Brandon Bauerle's role in Edward Jones is Financial Advisor
Brandon Bauerle works in the industry of Financial Services
Brandon Bauerle's colleagues are Scott Bell,Scott Young,Erika Gish
Brandon Bauerle's latest job experience is Financial Advisor at Edward Jones
Brandon Bauerle's latest education in Louisiana State University