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Baptiste C

Series 65

Austin, TX

BAT Financial Services LLC

Baptiste Couland is a financial advisor at BAT Financial Services LLC in Austin, TX. He holds a Series 65 credential and has experience that includes roles at Yaskawa Innovation, the Texas Army National Guard, Cirrus Logic, and the New York Stock Exchange. BAT Financial Services LLC provides comprehensive financial planning, investment advice, and portfolio management to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes a passive investment approach, primarily using index mutual funds and ETFs, and offers services through ongoing engagements, project-based work, and public educational programs.

Business ownership considerations Cash flow / budgeting Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance
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