Baune Financial Employee Directory

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?

Find Baune Financial employees' phone numbers or email addresses

Baune Financial Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Baune Financial's Leadership

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    D. S.
    Coo - Associate Wealth Management Advisor
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    M. S.
    Chief Strategy Officer
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    B. B.
    Founder And Financial Advisor
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    K. B.
    Partner
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    B. U.
    Director Of Investment Operations
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    C. O.
    Director Of Financial Planning
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    L. O.
    Director Of Client Experience
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    B. C.
    Senior Client Service Associate
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Contact profiles from Baune Financial

Name
Title
Contact Info
Location
Last Update
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    D. N.
    Financial Planning Analyst
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    United StatesMinnesota
    Oct 20, 2025
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    J. C.
    Private Wealth Advisor
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    United StatesMinnesota
    Oct 21, 2025
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    C. J.
    Marketing Associate
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    United StatesMinnesota
    Oct 25, 2025

Frequently Asked Questions

What is Baune Financial known for?

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Baune Financial was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 1191 Northland Drive, Suite 150. Explore Baune Financial's company overview page for more information.

What is Baune Financial's most common email format?

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Baune Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Baune Financial email formats with LeadIQ.

How many employees does Baune Financial have currently?

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Baune Financial has approximately 17 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Baune Financial's key employees and leadership?

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As of December 2025, Baune Financial's key employees include:

  • Coo - Associate Wealth Management Advisor: D. S.
  • Chief Strategy Officer: M. S.
  • Founder And Financial Advisor: B. B.
  • Partner: K. B.
  • Director Of Investment Operations: B. U.

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