Momentum Independent Network
47yrs
Top advisor by experience in Colorado Springs
15yrs
Stephen Heitzmann
Full name on record: Stephen Daniel Heitzmann
Financial advisor at Bauer Wealth Management
Stephen Heitzmann has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Colorado Springs, Colorado. Stephen has been with Bauer Wealth Management since 2017; before that, Stephen spent a year at Advenire Wealth Management and two years at Altruistic Investing. Bauer Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1045 advisors with offices in Colorado Springs, and one of 989 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 59% of advisors in Colorado Springs
Office7680 Goddard Street Suite 213, Colorado Springs, CO 80920
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.27 million
Advisors at the firm4
States licensed ?1 state
Services through Bauer Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
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
- Apr 2021 – May 2022Advenire Wealth ManagementPreviously
- 2017 – 2020Altruistic InvestingPreviously
- 2017 – nowBauer Wealth Management Inc.Current firm
- 2014 – 2017
- 2012 – 2014T. Rowe Price Advisory Services, Inc.Previously
Contact Stephen
(719) 575-9000Bauer Wealth Management main office 7680 Goddard Street Suite 213Colorado Springs, CO 80920Office · Get directions Firm websitebauerheitzmann.com
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Stephen
How do I contact Stephen?
Call Bauer Wealth Management at (719) 575-9000 and ask for Stephen Heitzmann. Stephen works from the Colorado Springs, CO office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2012, about 15 years. More experience than 59% of advisors in Colorado Springs.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Bauer Wealth Management reports being paid by a percentage of the assets they manage. Ask Stephen 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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