Brad Baune in

Brad Baune

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Founder and Financial Advisor at Baune Financial
📍 United States

Brad Baune is the Founder and CEO of Baune Financial, a prominent Northwestern Mutual team, with over 40 years of experience. He specializes in providing financial security planning for high-net-worth individuals, with a primary focus on partners and principals at Big Four professional service firms. He holds CLU® and ChFC® designations.

Outside of his professional life, Brad is a dedicated family man. He and his wife, Lori, have four children and several grandchildren. He grew up on a family farm near Marshall, Minnesota, a background that instilled a strong work ethic he carries to this day.

He has consistently been recognized by Forbes as a "Best-In-State Wealth Advisor" and a "Top Financial Security Professional."

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Experience
43 Years
Current Role
Founder and Financial Advisor
Job Level
Leadership
Location
United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Brad cares about

Executive Wealth Planning
His practice focuses on the unique financial needs of partners and executives at firms like Deloitte, PwC, EY, and KPMG.
Tax-Efficient Strategies
A core focus of his practice is creating tax-efficient wealth accumulation and retirement strategies for high-net-worth clients.
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Career

Work history

5-1983
Founder and Financial Advisor
Baune Financial
In the press

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Education
Education details unavailable
The American College of Financial Services
Education details unavailable
Southwest Minnesota State University
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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