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MassMutual financial professional.

Richard A. Bauer, Jremail

Barnum Financial Group

6 Corporate Dr #550
Shelton, CT 06484

  • Professional Story

    Richard has been in the industry since 2009. He graduated from Quinnipiac University with a Bachelor of Science Degree in Financial Management. He’s been awarded and named to a multitude of awards including NAIFA’s 40 under 40 list in 2017, Connecticut Magazine’s 2017 Five Star Wealth Manager Award*, as well as achieving MassMutual Blue Chip in 2018.

    With the highest level of integrity, Richard’s main focus is on creating and implementing personalized strategies to help our clients reach their personal and financial goals. He is dedicated to serving his clients on a daily basis.

    He also has a passion for giving back to the community.
    He currently sits on the Foundation for Life’s Board of Directors, which is a foundation built to help children in need. He is very active with the Quinnipiac University Alumni Association (#GoBobcats). He enjoys sports, running & spending time with family and friends.

    I am licensed and registered to offer products and services in several states. Licenses and registrations may vary. Please contact this office for further information.

    I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory address: 6 Corporate Drive Shelton, CT 06484. Tel: 203-513-6000

    *The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.

    Education

    Quinnipiac University

    Affiliations & Memberships

    Member NAIFA

    Community Involvement

    Barnum Foundation for Life

  • Languages:
    • English

  • Credentials:
    • LUTCF®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Military
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education
    • AofFP
    • LGBTQ

  • Online Services

Check the background of this investment professional on FINRA’s BrokerCheck

See Richard’s Licenses and Disclosures

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