Kathy Bauer, Financial Advisor located in Argyle, TX

Financial Advisor
Kathy R Bauer

CEPA®, AAMS®
140 Old Town Blvd N Ste 200, Argyle, TX 76266opens in a new window
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Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Wine Collecting/Enthusiast
  • Hiking

Team Members

  • Katie Whitlock
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(940) 514-1014

Fax

(866) 273-7639

Office Address

140 Old Town Blvd N Ste 200
Argyle, TX 76266opens in a new window

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