David BachmeyerCRD 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.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Standard Life Insurance Co||Cincinnati, OH||May 2015 - Current||2|
|Riverlink Health||Cincinnati, OH||Nov 2014 - Current||2|
|Coordinated Health Mutual Inc.||Westerville, OH||Jan 2014 - Current||3|
|Healthspan||Cincinnati, OH||Oct 2013 - Current||3|
|Transamerica Financial Advisors, Inc.||Cincinnati, OH||Jan 2012 - Current||5|
|Mt. Washington Beacon||Cincinnati, OH||Jan 2012 - Current||5|
|Graceandcomfort.com||Cincinnati, OH||Jan 2010 - Current||7|
|World Financial Group||Cincinnati, OH||Jun 2001 - Current||15|
|Bachmeyer Benefits Consulting||Cincinnati, OH||Jan 1997 - Current||20|
|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|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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