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Theodore Bauer

Theodore Bauer

Treasurer at Northrock Partners, LLC

Minneapolis, MN , United States

About

Theodore Bauer is an Investment Associate at NorthRock Partners in Minneapolis, MN, where he has been a key member of the investment and financial analysis team since April 2022. In this role, Bauer is responsible for supporting portfolio construction, investment selection, and client advisory activities, collaborating closely with senior investment professionals to align solutions with client objectives. NorthRock Partners provides a comprehensive suite of financial planning and investment management services, and Bauer contributes to their expertise across asset management, discretionary and non-discretionary portfolios, and tailored investment strategies aimed at diverse clientele.

Bauer’s investment focus spans traditional and alternative asset classes, including mutual funds, private funds, educational savings plans, and real estate development projects, leveraging NorthRock's wrap fee investment program to coordinate complex advisory requirements for individuals and families. His sector specialization aligns with comprehensive wealth management, capital markets placement, and securities-based solutions, working with assets across multiple investment vehicles to meet a range of risk profiles and liquidity needs.

Before joining NorthRock Partners, Bauer served as Investment Manager at Ameriprise Financial Services, overseeing portfolio management and client engagement from March 2021 to April 2022, and currently also acts as Treasurer at OutdoorMore Inc. - Pinehurst Bike & Snow Park. He holds a Bachelor of Business Administration in Accounting and Finance from the University of Wisconsin-Eau Claire, underpinning his strong analytical acumen and expertise in financial analysis and asset management. Bauer’s career is distinguished by his ability to manage complex portfolios and deliver tailored investment guidance across the wealth management spectrum.

Career History

OrganizationRoleDate RangeDetails
OutdoorMore Inc. - Pinehurst Bike & Snow ParkTreasurerAug 2025 to Present
NorthRock PartnersInvestment AssociateApr 2022 to Present
Ameriprise Financial Services, LLCInvestment ManagerMar 2021 to Apr 2022
Helped manage our discretionary portfolio of ~$500mm via investment committee structure. Handled day-to-day trading and money movement for client accounts.
Ameriprise Financial Services, LLC.Client Service AssociateSep 2020 to Mar 2021
Independent Vision GroupBusiness Operations AssociateMay 2020 to Sep 2020
Worked directly with CEO helping to bootstrap operational & administrative foundation to the new business. These included: Market research for leases/rent costs, POS/Credit Card processing research, C...
BluGold Financial Literacy Impact GroupTreasurer and MemberMay 2017 to May 2020
Helped to improve financial literacy in our community through outreach like presentations and workshops. Oversaw finances of the club creating budget, managing fundraising & event spending.
ORGEL WEALTH MANAGEMENT, LLCOperations InternOct 2019 to Apr 2020
Worked closely with operations team in helping to process a wide variety of administrative tasks including account openings, money movements and other account maintenance needs. Sought out Relationshi...
University of Wisconsin-Eau ClairePorfolio Manager - Student Managed Investment FundAug 2019 to Jan 2020
Helped to improve the overall asset allocation strategy of the SMIF through the implementation of a Factor approach.
University of Wisconsin-Eau ClaireSenior Analyst - Student Managed Investment FundJun 2019 to Jan 2020
Helped to manage incoming junior analyst tasks for Student Managed Investment Fund.
University of Wisconsin-Eau ClaireJunior Analyst - Student Managed Investment FundFeb 2019 to Jun 2019
Performed research and stock pitches in assigned sectors.
University of Wisconsin-Eau ClaireAccounting TutorJan 2019 to May 2019
Assisted students in need of accounting guidance. Dealt with inquiries in an empathetic and supportive manner.
Citizens Community FederalTellerJun 2019 to Nov 2019
Dealt with customers in an empathetic and confidential manner to ensure quality customer service. Handled cash and electronic transactions across retail and business client accounts.
Woita & AssociatesOperations InternMar 2018 to May 2018
Worked with advisors and office management to fulfill client needs.

Education

University of Wisconsin-Eau Claire

Bachelor of Business Administration - BBA, Accounting and Finance

2015 2020

Others at Northrock Partners, LLC (6)

NameRoleLocation
Brent Field
Brent Field
Chief Investment OfficerMinneapolis, MN , United States
Cuc Nguyen
Cuc Nguyen
AssociateSaint Paul, MN , United States
Jackson Sattervall
Jackson Sattervall
Investment AnalystMinneapolis, MN , United States
Naomi Leung
Naomi Leung
Senior AssociateCA , United States
S
Shauna Bednar
Senior AssociateInver Grove Heights, MN , United States
Sam Rademacher
Sam Rademacher
AssociateMinneapolis, MN , United States

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