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Robert Watson Bauer

Madrona Financial & Cpas

Everett, WA

CRD 4468723

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Employer firm

Madrona Financial & Cpas CRD 115753

$692M regulatory AUM 80 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Madrona Financial & Cpas

2911 Bond Street, Suite 200, Everett, WA 98201 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2008-10-10
  • WA RA
    APPROVED
    Since 2008-10-10

Branch Locations

2911 Bond Street, Suite 200, Everett, WA 98201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bauer Evans Inc, Ps Everett WA 05/1989 Present
  • 05/1989 → Present
    Bauer Evans Inc, Ps
    Everett, WA
Other Businesses

H.O SEIFFERT, INC - NOT INVESTMENT RELATED. THIS IS A FAMILY HELP CORPORATION WHICH HOLDS REAL ESTATE. BOB SERVES AS A DIRECTOR, SPENDING 1 HOUR A MONTH AT DIRECTOR MEETINGS, NONE OF WHICH IS DURING TRADING HOURS. ADDRESS: PO BOX 810, EVERETT, WA 98206. BOB HAS BEEN A DIRECTOR SINCE APPROXIMATELY 2003. BOB IS ALSO A MINORITY MEMBER OF MADRONA FUNDS, LLC, AN AFFILIATE INVESTMENT ADVISOR OF BONDSTREET WEALTH MANAGEMENT, LLC AND HAS BEEN A MEMBER SINCE ITS FORMATION IN SEPTEMBER, 2010. MADRONA FUNDS, LLC IS LOCATED AT 2911 BOND STREET, SUITE 105 EVERETT, WA 98201. BOB IS AN INVESTMENT MANAGER FOR MADRONA FUNDS, LLC. BOB DEVOTES APPROXIMATELY 20 HOURS PER MONTH TOWARDS MADRONA FUNDS, LLC, ALL OF WHICH ARE DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-10-09
  • S65 Uniform Investment Adviser Law Examination
    2008-10-09

View on SEC IAPD

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