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Janet Marie Bauer

BEACON FINANCIAL GROUP, INC.·AURORA, Ohio
Unclaimed Profile
173 SOUTH CHILLICOTHE ROAD, AURORA, OH 44202CRD# 4859019Firm CRD# 317775
01

About

Janet Marie Bauer is a registered financial advisor based in AURORA, Ohio, affiliated with BEACON FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BEACON FINANCIAL GROUP, INC.
BEACON FINANCIAL GROUP, INC.
AUM
$662M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BEACON FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4859019
Firm CRD# 317775
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Janet Marie Bauer offer?
Janet Marie Bauer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in AURORA, Ohio for a consultation.
What are Janet Marie Bauer's credentials?
Janet Marie Bauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janet Marie Bauer located?
Janet Marie Bauer is based in AURORA, Ohio, working with BEACON FINANCIAL GROUP, INC.. Their office serves clients in the AURORA metropolitan area and surrounding communities.
How does Janet Marie Bauer charge for services?
Janet Marie Bauer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEACON FINANCIAL GROUP, INC.?
BEACON FINANCIAL GROUP, INC. has approximately 8 employees and manages $662M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in AURORA
David William Demming — DEMMING FINANCIAL SERVICES CORP.David William Demming — DEMMING FINANCIAL SERVICES CORP.Karen R Bordonaro — DEMMING FINANCIAL SERVICES CORP.Gail Marie Demming — DEMMING FINANCIAL SERVICES CORP.Patrick Aaron Justice — DEMMING FINANCIAL SERVICES CORP.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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