Broker Check
Brett Bauman, CFP®

Brett Bauman, CFP®

Wealth Advisor

Brett joined Hungerford Financial in 2022. He has been in financial services since 2016 and was a licensed Financial Advisor and Registered Representative with The Vanguard Group for 5 years. He has his series 7, 63 and 65, and is currently working on a CFP® certification. He received his Bachelor’s of Business Administration in Personal Financial Planning from Western Michigan University.

As a financial planner, Brett covers a broad range of topics and planning issues. He utilizes a disciplined and holistic approach to the planning process. Some of the key comprehensive issues he addresses are investment management, risk management, review banking and credit management, retirement planning, estate planning, and philanthropic strategies. 

Brett recently married in August 2022 and lives on Gun Lake in Shelbyville, MI. He enjoys cooking, water sports and winter sports. His mission is to have a positive impact on people's lives by helping them through their financial needs and goals.