Michael Edward Sauer

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 08/2004 → 02/2021
  Edward Jones
  St Louis, MO
• 02/2021 → Present
  Raymond James Financial Services, Inc
  Loveland, OH
• 02/2021 → Present
  Raymond James Financial Services Advisors, Inc
  Loveland, OH
• 02/2021 → 03/2023
  Concurrent Advisors
  Loveland, OH

Previous Registrations

• 2004-08-12 → 2021-03-01
  Edward Jones
  Cincinnati, OH
  Montgomery, OH
• 2003-10-20 → 2004-08-12
  Raymond James Financial Services, Inc.
  Cincinnati, OH

Other Businesses

(1)Name of Business: Ascension Partners, LLC Address: 6281 Tri Ridge Blvd Ste 110, Loveland, OH, 45140-8345, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/09/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: OSJ - 25% Owner - multiple satellite branches will be under this OSJ (2)Name of Business: Sauer Wealth Planning Address: 6281 Tri Ridge Blvd, Loveland, OH, 45140-8345, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: Manage client accounts in conjunction with Raymond James

Exams

• S66 Uniform Combined State Law Examination
  1999-01-12

Designations

• Certified Financial Planner

Other Names

• Mike Sauer
• Michael Edward Saver