Brandon D. Bauer

VOISARD ASSET MANAGEMENT GROUP

Grand Rapids, MI 49503

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CRD#: 6590453

Professional summary

Brandon Dale Bauer, CFP® is a registered financial advisor currently at VOISARD ASSET MANAGEMENT GROUP located in Grand Rapids, Michigan.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brandon has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Adventis CG; non-investment related; 2454 West Balmoral Ave., #1, Chicago IL 60625; advisor, minor interest partner, 04/2012 - present; 1 hour per month, not during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Dale Bauer's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2015

Experience

Current

January 7, 2016 - Present

VOISARD ASSET MANAGEMENT GROUP

Office #1: 99 Monroe Ave, Nw, Suite 504, Grand Rapids, MI 49503

RIA

CRD#: 118048

Grand Rapids, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VOISARD ASSET MANAGEMENT GROUP

VAM GROUP, INC. | VOISARD ASSET MANAGEMENT GROUP

CRD#: 118048 / SEC#: 801-62198

RIA

Registered Investment Advisory firm - (7/3/2003 Approved)

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

Michigan
(1/7/2016)

IAR

Texas
(4/1/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

VOISARD ASSET MANAGEMENT GROUP

VAM GROUP, INC. | VOISARD ASSET MANAGEMENT GROUP

CRD#: 118048 / SEC#: 801-62198

RIA

Registered Investment Advisory firm - (7/3/2003 Approved)

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Contact information

Main Address

99 Monroe Ave, Nw, Suite 504, Grand Rapids, MI 49503

Mailing Address

P.o. Box 205, Otsego, MI 49078

Phone number

(616) 988-5778

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VOISARD ASSET MANAGEMENT GROUP PART 2A OF FORM ADV (2/21/2025)

Regulatory assets under management

Total Number of Accounts	1,465
AUM (Assets Under Management)	$ 490,209,538

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brandon D. Bauer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Dale Bauer's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOISARD ASSET MANAGEMENT GROUP

Primary Firm SEC Registration

VOISARD ASSET MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Current Firm

VOISARD ASSET MANAGEMENT GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VOISARD ASSET MANAGEMENT GROUP

TRUST BUT VERIFY

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