Michael Robert Bauer

Current Employers

Employment History

• 12/2005 → 01/2018
  Wells Fargo Clearing Services, Llc
  Grosse Pointe Woods, MI
• 01/2018 → 04/2023
  Raymond James Financial Services, Inc.
  Grosse Point, MI
• 01/2018 → 04/2023
  Raymond James Financial Services Advisors Inc.
  Grosse Pointe, MI
• 01/2018 → Present
  Bmr Retirement Group, Llc
  Grosse Pointe, MI
• 02/2019 → Present
  Next Retirement Solutions
  Grosse Pointe, MI
• 02/2019 → Present
  Bmr Retirement
  Gross Pointe, MI
• 04/2023 → Present
  Concurrent Investment Advisors Llc
  Grosse Pointe, MI
• 12/2002 → 01/2018
  Wells Fargo Advisors
  Grosse Pointe Woods, MI

Previous Registrations

• 2018-01-05 → 2023-04-25
  Raymond James Financial Services Advisors, Inc
  Grosse Pointe, MI
  Grosse Pointe, MI
• 2005-12-15 → 2018-01-11
  Wells Fargo Clearing Services, Llc
  Dubuque, IA
  Grosse Pointe Farms, MI
  Douglas, MI
• 2002-10-28 → 2002-11-26
  Prudential Retirement Brokerage Services, Inc.
  Southfield, MI

Other Businesses

(1)Name of Business: BMR Retirement Address: 17266 Mack Ave Ste A, Grosse Pointe, MI, 48230, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 02/28/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner of support company (2)Name of Business: BMR Retirement Group, LLC Address: 17266 Mack Ave Ste A, Grosse Pointe, MI, 48230, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/05/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a financial advisor with RJFS and this company was created to establish my partnership with Betsy Meagher and Mark Rodgers. We do not intend to do any business other than our work with Raymond James. (3) Name of Business: Next Retirement Solutions Address: 17266 Mack Ave Ste A, Grosse Pointe, MI, 48230, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/28/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Next is our support company. I have no involvement. They handle our administration and HR issues. (4) Purshe Kaplan Sterling Investments, Inc.; Registered Representative; Investment related: Yes; 17266 Mack Avenue Ste A Grosse Pointe, MI 48230; Duties: Financial Advisor, Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 4-6; Percentage of total yearly compensation expected to be derived from the business: Commissions

Exams

• S66 Uniform Combined State Law Examination
  2002-10-23