Trevor J. Bauer
Professional summary
Trevor John Bauer, who also goes by Trevor J Bauer, is a registered financial advisor currently at LIFE WISE PLANNING GROUP LLC located in Eau Claire, Wisconsin.
Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Trevor has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Trevor John Bauer's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 9, 2026 - Present
LIFE WISE PLANNING GROUP LLC
November 6, 2008 - November 2, 2009
ON INVESTMENT MANAGEMENT CO
November 6, 2008 - November 2, 2009
THE O.N. EQUITY SALES COMPANY
November 1, 2007 - October 20, 2008
CETERA WEALTH SERVICES, LLC
September 16, 2004 - December 5, 2007
BAUER PLANNING GROUP, LLC
April 22, 2004 - October 29, 2007
ON INVESTMENT MANAGEMENT CO
April 22, 2004 - October 29, 2007
THE O.N. EQUITY SALES COMPANY
October 10, 2001 - May 3, 2004
PARK AVENUE SECURITIES LLC
September 7, 2000 - October 4, 2001
ROBERT W. BAIRD & CO. INCORPORATED
September 7, 2000 - October 4, 2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2026)
Exams
Current Firm
LIFE WISE PLANNING GROUP LLC
CRD#: 327236 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 287 |
| AUM (Assets Under Management) | $ 52,070,750 |
Red Flags
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