Timothy M. Bauer
EVERGREEN FINANCIAL GROUP
Billings, MT
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CRD#: 5558662
Professional summary
Timothy Mark Bauer, CFP®, who also goes by Tim Mark Bauer, T Bauer, Tim Bauer, is a registered financial advisor currently at EVERGREEN FINANCIAL GROUP located in Billings, Montana.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Timothy has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
Growing up in the Bible belt of Oklahoma, I was a pastor’s kid in the church who witnessed firsthand the complexities that coincide with the day-to-day ministry, family raising and hours spent furthering the message of the Word of God.
One of the biggest needs I’ve seen is the large under education of biblical stewardship and money management principles. I started Evergreen Financial Group to help families understand how a healthy relationship with their money can lead to a lifetime of financial peace, wellness and freedom.
I graduated from Montana State University-Billings in 2005 with a Bachelor of Science degree in Business Administration – Management/Finance. I also graduated from the Pepperdine Graziadio School of Business in 2020 with a certificate in Financial Planning. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), a member of NAPFA (National Association of Personal Financial Advisors), XY Planning Network and the Fee-Only Network. Since 2011, I have worked with families at every point of their financial lives helping them achieve their financial goals.
When I’m not practicing financial planning or evaluating investment opportunities, you can find me spending time with family and friends in Montana and Wyoming and spending time with my wife, Kyla, and our two kids, Aleah and Kaiden.
My hobbies include hiking the Beartooths, catching Rainbow Trout, keeping my golf ball in the fairway, Card/Board games, and Obstacle Course Racing.
Question & Answer
What are your service offerings?
Retirement Planning
Education Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Corporate Executives
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Tim Mark Bauer | T Bauer | Tim Bauer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Timothy Bauer is the Owner/Managing Member at Journey Investments, a rental property management and tenant relations company. This activity accounts for less than 10% of his time.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Mark Bauer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
February 17, 2021 - Present
EVERGREEN FINANCIAL GROUP
RIA
CRD#: 312097
Billings, MT
Past
February 28, 2018 - January 8, 2021
TD AMERITRADE, INC.
RIA
CRD#: 7870
BILLINGS, MT
Past
February 26, 2018 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
BILLINGS, MT
Past
February 26, 2018 - January 6, 2021
TD AMERITRADE, INC.
BD
CRD#: 7870
BILLINGS, MT
Past
February 7, 2017 - February 26, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
September 16, 2011 - February 26, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
BILLINGS, MT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Montana(2/17/2021)
IAR
Utah(4/9/2025)
IAR
Wyoming(3/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EVERGREEN FINANCIAL GROUP
EVERGREEN FINANCIAL GROUP | EVERGREEN FINANCIAL GROUP, LLC
CRD#: 312097 / SEC#:
Montana
Registered Investment Advisory firm - (2/17/2021 Approved)Utah
Registered Investment Advisory firm - (9/8/2025 Approved)Wyoming
Registered Investment Advisory firm - (3/10/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Billings, MT
Mailing Address
Phone number
(406) 272-2828
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 112 |
| AUM (Assets Under Management) | $ 21,033,539 |
Red Flags
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