Insights

Specialized Client Base Baune Financial serves high-net-worth individuals and Big Four accounting professionals, indicating an opportunity to cross-sell premium wealth management and personalized financial planning services tailored to high-income earners and corporate professionals.

Recognition & Credibility With prestigious awards from Forbes and The Financial Times, Baune Financial has established a strong reputation that can be leveraged to promote advanced financial products, estate planning solutions, or exclusive investment offerings to their elite clientele.

Technological Sophistication Employing advanced tools like DocuSign, Cloudflare, and Modernizr suggests openness to innovative digital solutions; there is potential to introduce new fintech services, digital onboarding platforms, or secure client portals to enhance service delivery.

Growth & Expansion Northwestern Mutual's recent office expansions and new hires highlight a dynamic industry environment and growth opportunities, making it an ideal context to introduce scalable financial products, training solutions, or partnership opportunities aligned with expanding presence.

Market Position & Revenue With an estimated revenue range of $10M to $25M and a focused niche market, Baune Financial presents a promising target for bespoke investment products, high-value insurance solutions, or advanced financial technology integrations to support their premium service offerings.

Baune Financial Tech Stack

Baune Financial uses 8 technology products and services including SiteCatalyst, Cloudflare, yepnope.js, and more. Explore Baune Financial's tech stack below.

  • SiteCatalyst
    Analytics
  • Cloudflare
    Content Management System
  • yepnope.js
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • HSTS
    Security
  • reCAPTCHA
    Security

Baune Financial's Email Address Formats

Baune Financial uses at least 1 format(s):
Baune Financial Email FormatsExamplePercentage
First.Last@nm.comJohn.Doe@nm.com
89%
F.Last@nm.comJ.Doe@nm.com
8%
First.Middle@nm.comJohn.Michael@nm.com
2%
Last@nm.comDoe@nm.com
1%

Frequently Asked Questions

Where is Baune Financial's headquarters located?

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Baune Financial's main headquarters is located at 1191 Northland Drive, Suite 150. The company has employees across 1 continents, including North America.

What is Baune Financial's official website and social media links?

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Baune Financial's official website is nm.com and has social profiles on LinkedIn.

How much revenue does Baune Financial generate?

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As of December 2025, Baune Financial's annual revenue is estimated to be $16M.

What is Baune Financial's NAICS code?

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Baune Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Baune Financial have currently?

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As of December 2025, Baune Financial has approximately 17 employees across 1 continents, including North America. Key team members include Coo - Associate Wealth Management Advisor: D. S.Chief Strategy Officer: M. S.Founder And Financial Advisor: B. B.. Explore Baune Financial's employee directory with LeadIQ.

What industry does Baune Financial belong to?

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Baune Financial operates in the Financial Services industry.

What technology does Baune Financial use?

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Baune Financial's tech stack includes SiteCatalystCloudflareyepnope.jsModernizrLodashDocuSignHSTSreCAPTCHA.

What is Baune Financial's email format?

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Baune Financial's email format typically follows the pattern of First.Last@nm.com. Find more Baune Financial email formats with LeadIQ.

When was Baune Financial founded?

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Baune Financial was founded in 1983.

Baune Financial

Financial ServicesMinnesota, United States11-50 Employees

At Baune Financial, we serve as trusted navigators for Big Four accounting partners and principles —as well as high-net-worth individuals—guiding them through the complexities of wealth management. With over 40 years of experience, we understand the unique financial currents high-income earners face, from optimizing tax efficiency to charting a course for retirement.

Nationally recognized for excellence: 
* Forbes Best-in-State Wealth Advisors (2023, 2024)
* Forbes Top 100 Financial Security Professionals (2022,2024) 
* Financial Times Top Financial Advisers (2018, 2020).

Our approach is built on strategy, precision, and long-term vision—ensuring your financial future is as structured as the businesses you advise. Whether navigating complex compensation structures, estate planning, or retirement strategies, we provide comprehensive, personalized solutions designed to keep you on course toward financial security.

Our Expertise
•	Comprehensive Financial Planning – Aligning your career, wealth, and lifestyle goals
•	Tax-Efficient Strategies – Helping high-income professionals minimize tax burdens
•	Investment Management – Customized portfolios designed for long-term growth
•	Retirement & Cash Flow Planning – Ensuring financial security for every stage of life
•	College & Estate Planning – Protecting and securing your family's future
•	Charitable Giving & Endowment Planning – Maximizing impact while optimizing tax benefits

Why Baune Financial?
•	Nationally Recognized Excellence – Named among the top advisors in the country by Forbes and The Financial Times
•	Decades of Experience – 40+ years guiding Big Four professionals through financial complexity
•	Tailored Strategies – Solutions designed for high-achieving individuals with unique financial landscapes
•	Client-Centric Approach – Your goals steer our strategies, not a one-size-fits-all model
•	Your career demands expertise—shouldn’t your financial plan have the same level of precision?

Section iconCompany Overview

Headquarters
1191 Northland Drive, Suite 150
Website
nm.com
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Baune Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Baune Financial's revenue is estimated to be in the range of $10M$25M

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