Unclaimed Profile

Richard Leo Bauerly

GRANITE EQUITY PARTNERS LLC·ST. CLOUD, Minnesota

Clean recordGRANITE EQUITY PARTNERS LLC

122 12TH AVE N, ST. CLOUD, MN 56303CRD# 6015976Firm CRD# 158378

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Leo Bauerly · ST. CLOUD, MN

Registration

CRD #6015976 · GRANITE EQUITY PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Leo Bauerly is a registered financial advisor based in ST. CLOUD, Minnesota, affiliated with GRANITE EQUITY PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GRANITE EQUITY PARTNERS LLC

GRANITE PARTNERS

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GRANITE EQUITY PARTNERS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6015976

Firm CRD# 158378

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Leo Bauerly offer?

Richard Leo Bauerly specializes in Retirement Planning. Contact their office in ST. CLOUD, Minnesota for a consultation.

What are Richard Leo Bauerly's credentials?

Richard Leo Bauerly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Leo Bauerly located?

Richard Leo Bauerly is based in ST. CLOUD, Minnesota, working with GRANITE EQUITY PARTNERS LLC. Their office serves clients in the ST. CLOUD metropolitan area and surrounding communities.

How does Richard Leo Bauerly charge for services?

Richard Leo Bauerly's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRANITE EQUITY PARTNERS LLC?

GRANITE EQUITY PARTNERS LLC has approximately 30 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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