Bauer Schmeltz, CFP®
Investment Advisor Representative
Bauer graduated with a bachelor’s degree from Wabash College with a concentration in Social Sciences and Economics. Bauer previously worked at Charles Schwab, in Indianapolis, on their brokerage desk, as well as with their High Net Worth clients and Schwab’s Managed Account team. Previous to his experience with Schwab, Bauer was a Registered Representative with Foresters Financial. During his time at Foresters, Bauer specialized in retirement plans for school districts in the Indianapolis area.
At Financial Plans & Strategies Bauer holds his Series 65 securities registration and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a part of the Investment Committee and manages the investment asset allocation system. He helps to oversee the intern program which pairs with universities around the United States.
Individuals certified by CFP® Board have taken the step to demonstrate their professionalism by voluntarily submitting to the CFP® certification process that includes thorough education, examination, experience and ethical requirements. The CFP® is issued by the Certified Financial Planner Board of Standards, Inc. Prerequisites require a designee to hold a Bachelor's degree (or higher) from an accredited college or university as well as three years of full-time personal financial planning experience. In addition, candidates must complete a CFP-board registered program (or hold an accepted designation, degree or license) and take the CFP Certification examination. To maintain certification, the designee is required to complete 30 hours of continuing education every two years and continue to agree to be bound by the Standards of Professional Conduct.