Unclaimed Profile

Janet Marie Bauer

BEACON FINANCIAL GROUP, INC.·AURORA, Ohio

SIE, Series 7Clean record21 years registeredBEACON FINANCIAL GROUP, INC.

173 SOUTH CHILLICOTHE ROAD, AURORA, OH 44202CRD# 4859019Firm CRD# 317775

Profile Verification

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

Identity

Janet Marie Bauer · AURORA, OH

Registration

CRD #4859019 · BEACON FINANCIAL GROUP, INC. · 21 years registered

Brand Profile

Not yet started

Career History

OSAIC ADVISORY SERVICES, LLC

Feb 2026 – present

BEACON FINANCIAL GROUP, INC.

Feb 2022 – Mar 2026

AURORA, OH

LINCOLN FINANCIAL ADVISORS CORPORATION

Jul 2008 – Feb 2022

CLEVELAND, OH

LINCOLN FINANCIAL ADVISORS CORPORATION

Feb 2005 – Jan 2007

SOLON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Registration record

First registered · February 7, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON FINANCIAL GROUP, INC.

CRD 317775 · SEC 801-122901

AUM

$662M

Regulatory assets under management

Employees

1,162 client accounts

Services offered by BEACON FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEACON FINANCIAL GROUP, INC. →

Introduction

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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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