Tim Bauer, CFP®, CAP®

Founder & President at Evergreen Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US

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Credentials

  • Chartered Advisor in Philanthropy(CAP)®
    The American College of Financial Services
    Mar, 2023
    - Oct, 2024
  • Certified Financial Planner(CFP)®
    CFP Board

Experience

  • Evergreen Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder & President
      • 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.

  • TD Ameritrade
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Consultant
      • Feb 2018 - Jan 2021
  • Scottrade
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Investment Consultant
      • Jun 2011 - Feb 2018

Education

  • Montana State University Billings
    Bachelor of Science - BS, Business Management & Finance
    2005 - 2008
  • Pepperdine Graziadio Business School
    Financial Planning

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