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||16|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.