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RIA / WealthAdvisor25 years in industry

TREVOR JOHN BAUER

Advisor at LIFE WISE PLANNING GROUP LLC

Eau Claire, WI

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Search this name across graphsid dfx:ria:62e9c842-4058-e2d5-c290-0905de594153

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 22, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIFE WISE PLANNING GROUP LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 28, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Oct 28, 2000
First registration: Apr 22, 2004
Dual registered: no
Other names: TREVOR J BAUER
IAPD individual key: 4176736

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIFE WISE PLANNING GROUP LLC	State registered	Jul 9, 2026	n/a	yes	Eau Claire, WI	Current employment
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	Nov 6, 2008	Nov 2, 2009	no	EAU CLAIRE, WI\|CINCINNATI, OH	Previous registration
BAUER PLANNING GROUP, LLC	n/a	Sep 16, 2004	Dec 5, 2007	no	EAU CLAIRE, WI	Previous registration
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	Apr 22, 2004	Oct 29, 2007	no	EAU CLAIRE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ON INVESTMENT MANAGEMENT CO	LIFE WISE PLANNING GROUP LLC	Nov 2, 2009	Jul 9, 2026	6,093	Firm change after gap	Other
BAUER PLANNING GROUP, LLC	ON INVESTMENT MANAGEMENT CO	Dec 5, 2007	Nov 6, 2008	337	Firm change	Other
ON INVESTMENT MANAGEMENT CO	BAUER PLANNING GROUP, LLC	Oct 29, 2007	Sep 16, 2004	-1,138	Firm change after gap	Other

Relationships

Registered with (3)

→ LIFE WISE PLANNING GROUP LLCRegistered adviserregistration: current employment
Jul 9, 2026 to presentfactForm ADV
→ ON INVESTMENT MANAGEMENT CORegistered adviserregistration: previous registration
Nov 6, 2008 to Nov 2, 2009factForm ADV
→ BAUER PLANNING GROUP, LLCRegistered adviserregistration: previous registration
Sep 16, 2004 to Dec 5, 2007factForm ADV

Dated events

No dated event names this entity yet.