Maegan Kathleen Bauman

Employer firm

United Advisor Group CRD 324205

$1.43B regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → Present
  City Of Peoria
  Peoria, AZ
• 02/2013 → 05/2019
  City Of Mesa
  Mesa, AZ
• 06/2016 → 10/2017
  Starbucks
  Phoenix, AZ
• 07/2022 → Present
  Scf Investment Advisors, Inc.
  Fresno, CA
• 09/2024 → Present
  United Advisor Group
  Gilbert, AZ
• 09/2024 → Present
  Flat Iron Wealth Management
  Gilbert, AZ

Previous Registrations

• 2022-07-22 → 2024-10-22
  Scf Investment Advisors, Inc.
  Prescott Valley, AZ
  San Diego, CA

Other Businesses

PEORIA FIRE AND MEDICAL DEPARTMENT - NOT INVESTMENT RELATED - 8351 W. CINNABAR AVE., PEORIA, AZ 85345 - EMERGENCY MEDICAL SERVICES - FIREFIGHTER PARAMEDIC - 05/2019 - 224 HRS/MO - 70 HRS/MO - PROVIDE EMERGENCY MEDICAL SERVICES AND FIRE SURPRESSION; SELF-EMPLOYED INSURANCE AGENT - NOT INVESTMENT RELATED - SAME ADDRESS; FLAT IRON WEALTH MANAGEMENT - INVESTMENT RELATED - SAME ADDRESS - DBA USED FOR INVESTMENT ADVISORY BUSINESS THROUGH UNITED ADVISOR GROUP.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-02

Other Names

• Kathleen Cooley
• Maegan Kathleen Cooley