David Bachmeyer, financial advisor Cincinnati OH
93 score

David Bachmeyer

CRD Number: 1284112
Current Firm: Transamerica Financial Advisors, Inc.

David Bachmeyer (CRD# 1284112) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Standard Life Insurance Co Cincinnati, OH May 2015 - Current 1
Riverlink Health Cincinnati, OH Nov 2014 - Current 2
Coordinated Health Mutual Inc. Westerville, OH Jan 2014 - Current 2
Healthspan Cincinnati, OH Oct 2013 - Current 3
Transamerica Financial Advisors, Inc. Cincinnati, OH Jan 2012 - Current 4
Mt. Washington Beacon Cincinnati, OH Jan 2012 - Current 4
Graceandcomfort.com Cincinnati, OH Jan 2010 - Current 6
World Financial Group Cincinnati, OH Jun 2001 - Current 15
Bachmeyer Benefits Consulting Cincinnati, OH Jan 1997 - Current 19
World Group Securities, Inc. Cincinnati, OH Apr 2002 - Jan 2012 9
Woodmen Of The World Orem, NE Jun 2009 - May 2011 1
Golden Rule Insurance Lawrenceville, IL Apr 2006 - May 2011 5
John Hancock Boston, MA Aug 2005 - May 2011 5
Assurity Life Insurance Company Charleston, SC Jun 2005 - May 2011 5
General Electric Capital Assu. Company San Rafael, CA Mar 2005 - May 2011 6
Mutual Of Omaha Insurance Co Cincinnatti, OH Aug 2003 - May 2011 7
Principal Financial Group Cincinnati, IA Aug 2003 - May 2011 7
Phoenix Life Insurance Co Cincinnatti, OH Jul 2003 - May 2011 7
Gerber Life Ins. White Plains, NY Sep 2002 - May 2011 8
Hsa Specialists Cincinnati, OH Jan 1997 - May 2011 14
Patriot Health Ins. Syosset, NY Aug 2010 - Apr 2011 < 1
State Life Insurance Company Indianapolis, IN Jul 2010 - Apr 2011 < 1
Medical Benefits Mutual Newark, OH Jan 2005 - Apr 2011 6
American National Insurance Galveston, TX Aug 2004 - Apr 2011 6
Nationwide Dublin, OH Aug 2003 - Apr 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
Contact Info for David W. Bachmeyer
Phone Number: 727-299-1800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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