Tim Bauer, CFP®, CAP®
Founder & President at Evergreen Financial Group- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
United States, US
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Credentials
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Chartered Advisor in Philanthropy(CAP)®
The American College of Financial ServicesMar, 2023- Oct, 2024 -
Certified Financial Planner(CFP)®
CFP Board
Experience
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Evergreen Financial Group
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United States
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Financial Services
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1 - 100 Employee
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Founder & President
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Feb 2021 - Present
Fee-Only Financial Planner & Investment Manager, specializing in Christian families who love the outdoors, including retirees and young professionals. Fee-Only Financial Planner & Investment Manager, specializing in Christian families who love the outdoors, including retirees and young professionals.
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TD Ameritrade
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United States
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Financial Services
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700 & Above Employee
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Senior Financial Consultant
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Feb 2018 - Jan 2021
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Scottrade
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United States
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Financial Services
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400 - 500 Employee
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Investment Consultant
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Jun 2011 - Feb 2018
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Education
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Montana State University Billings
Bachelor of Science - BS, Business Management & Finance -
Pepperdine Graziadio Business School
Financial Planning
Community
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