Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Steven T

Series 65

Las Vegas, NV

Bauman Wealth Advisors

Steven Thomas is a financial advisor at Bauman Wealth Advisors in Las Vegas, NV, holding a Series 65 designation with less than one year of industry experience. Prior to his current role, he worked at Caesars Entertainment and has entrepreneurial experience through SWFTees, LLC. Bauman Wealth Advisors provides personalized discretionary investment management to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach combines fundamental, technical, and cyclical analysis, offering a range of strategies across multiple asset classes, with ongoing portfolio monitoring tailored to client risk tolerance.

Cash flow / budgeting
user avatar
firm logo

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
user avatar
firm logo

Vincent G

CFP®, Series 66

Las Vegas, NV

Bauman Wealth Advisors

Vincent Garaventa is a CFP® and holds a Series 66 license, with eight years of industry experience. He is currently with Bauman Wealth Advisors in Las Vegas, NV, and has prior experience at Mercer Global Advisors, Fidelity, TD Ameritrade, and Ameriprise. Bauman Wealth Advisors provides personalized discretionary investment management to a diverse client base, including individuals, high-net-worth clients, and various institutional entities. The firm integrates financial planning with portfolio management, utilizing a discretionary investment approach informed by fundamental, technical, and cyclical analysis.

Cash flow / budgeting
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)