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Kenton F

Series 63, Series 65

Las Vegas, NV

Bauman Wealth Advisors

Kenton Fenno is a financial advisor with Bauman Wealth Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Bauman Financial Group and related entities since 2017 and operates a sole proprietorship focused on insurance sales and related services. Bauman Wealth Advisors offers personalized discretionary investment management for individuals, high-net-worth clients, and various entities. The firm integrates financial planning with portfolio management, using a range of investment strategies informed by fundamental, technical, and cyclical analysis.

Cash flow / budgeting
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Vincent G

CFP®, Series 66

Las Vegas, NV

Bauman Wealth Advisors

Vincent Garaventa is a CFP® with seven years of industry experience, currently serving at Bauman Wealth Advisors in Las Vegas, NV. His prior roles include positions at Mercer Global Advisors Inc., Fidelity Personal and Workplace Advisors, TD Ameritrade, and Ameriprise Financial Services. Bauman Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a mix of fundamental, technical, and cyclical analysis combined with long- and short-term strategies, managing accounts primarily on a discretionary basis and utilizing co-advisor model portfolios managed by third parties.

Cash flow / budgeting
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Paolo T

Series 66

Las Vegas, NV

Bauman Wealth Advisors

Paolo Torres is a financial advisor at Bauman Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research Advisors, H & H Retirement Design and Management, and Ameriprise Financial Services. Bauman Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to construct client programs aligned with stated objectives and documented risk tolerances, often managing accounts on a discretionary basis and utilizing co-advisor model portfolios.

Cash flow / budgeting
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Todd B

Series 63, Series 65

Las Vegas, NV

Bauman Wealth Advisors

Todd Bauman is a financial advisor with Bauman Wealth Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He is also involved in several related businesses, including managing member of Bauman Tax Solutions, LLC and loan originator at Anchor Mortgage. Bauman serves as manager of APA, LLC dba Asset Protection of America. Bauman Wealth Advisors provides personalized discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines financial planning with portfolio management, using a range of strategies informed by fundamental, technical, and cyclical analysis, and maintains custody through institutional custodians.

Cash flow / budgeting
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Gavin S

Series 65

Las Vegas, NV

Bauman Wealth Advisors

Gavin Sandefur is a financial advisor at Bauman Wealth Advisors in Las Vegas, NV, holding a Series 65 designation with three years of industry experience. He has worked with Bauman Financial Group and Bauman Advisory Group since 2022. Outside of advisory services, he is also a licensed insurance agent. Bauman Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to construct client programs based on stated objectives and risk tolerances, often managing accounts on a discretionary basis and utilizing co-advisor model portfolios.

Cash flow / budgeting
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