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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| OutdoorMore Inc. - Pinehurst Bike & Snow Park | Treasurer | Aug 2025 to Present | — |
| NorthRock Partners | Investment Associate | Apr 2022 to Present | — |
| Ameriprise Financial Services, LLC | Investment Manager | Mar 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 Associate | Sep 2020 to Mar 2021 | — |
| Independent Vision Group | Business Operations Associate | May 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 Group | Treasurer and Member | May 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, LLC | Operations Intern | Oct 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 Claire | Porfolio Manager - Student Managed Investment Fund | Aug 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 Claire | Senior Analyst - Student Managed Investment Fund | Jun 2019 to Jan 2020 | Helped to manage incoming junior analyst tasks for Student Managed Investment Fund. |
| University of Wisconsin-Eau Claire | Junior Analyst - Student Managed Investment Fund | Feb 2019 to Jun 2019 | Performed research and stock pitches in assigned sectors. |
| University of Wisconsin-Eau Claire | Accounting Tutor | Jan 2019 to May 2019 | Assisted students in need of accounting guidance. Dealt with inquiries in an empathetic and supportive manner. |
| Citizens Community Federal | Teller | Jun 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 & Associates | Operations Intern | Mar 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)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | Minneapolis, MN , United States | |
| Associate | Saint Paul, MN , United States | |
| Investment Analyst | Minneapolis, MN , United States | |
| Senior Associate | CA , United States | |
S Shauna Bednar | Senior Associate | Inver Grove Heights, MN , United States |
| Associate | Minneapolis, MN , United States |
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