Ameriprise Financial Services
47yrs
Top advisor by experience in Grosse Pointe
24yrs
Michael Bauer
Full name on record: Michael Robert Bauer
Financial advisor at Concurrent Investment Advisors
Michael Bauer is a fiduciary financial advisor in Grosse Pointe, Michigan, with 24 years in the industry. Michael joined Concurrent Investment Advisors in 2023, after five years at Raymond James Financial Services Advisors and 12 years at Wells Fargo Advisors. Concurrent Investment Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 54 advisors with offices in Grosse Pointe, and one of 52 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office17266 Mack Avenue Suite A, Grosse Pointe, MI 48230
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.18 million
Advisors at the firm285
States licensed ?1 state
Services through Concurrent Investment Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowConcurrent Investment Advisors, LLCCurrent firm
- 2018 – 2023
- 2005 – 2018Wells Fargo Clearing Services, LLCPreviously
- Oct 2002 – Nov 2002Prudential Retirement Brokerage Services, Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Concurrent Investment Advisors at (813) 709-8800 and ask for Michael Bauer. Michael works from the Grosse Pointe, MI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Concurrent Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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