Bauer Schmeltz, CFP®

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.