Elias Bachmann (CRD# 4969156)
Elias joined the firm in late 2009 as an Investment Advisor. Prior to joining the firm he helped manage a discretionary equity and fixed income portfolio for the clients of a wealth management team at Wells Fargo Advisors. At BSW Wealth Partners he oversees the firm’s direct real estate investing activities, manages client portfolios, and is a member of the firm’s investment committee.
Elias completed both his Bachelors and MBA degrees at the University of Colorado in Boulder. While completing his MBA, he and his team won the Business Plan Competition at the Leeds School of Business and subsequently went on to compete nationally. He also holds the designation of Chartered Financial Analyst.
It seems like another lifetime but he has fond memories of running mountain biking camps for Boulder-based Dirt Camp. He enjoys the outdoors and traveling – taking great pleasure in back country skiing and mountain biking. Travel, when it isn’t to visit his various family members around the globe, probably involves warm water and waves with his wife Trish.
Education, accreditation, leadership and service:
- BA, University of Colorado Boulder
- MBA, University of Colorado Leeds School of Business Boulder
- Chartered Financial Analyst® (CFA®)
- Advisory Board Burridge Center for Finance, Leeds School of Business, University of Colorado Boulder
- Program Chair, CFA® Society of Colorado
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bsw Wealth Partners | Boulder, CO | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- CO
- TX
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Total Assets Under Management1,837MILLIONS
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Total Number of Accounts3,752ACCOUNTS
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Average Account Value$489,717
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CO, DC, FL, HI, IA, MA, NC, NM, NY, OR, SD, TX, UT, VA
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