Robert Bachman, financial advisor Greenwood Village CO

Robert Bachman

CRD Number: 715193
Current Firm: Geneos Wealth Management, Inc.

Robert Bachman (CRD# 715193) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenwood Village, CO and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
G5 Financial Group Greenwood Village, CO May 2010 - Current 12
Geneos Wealth Management Inc. Greenwood Village, CO Mar 2006 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1991
S65 NASAA Investment Advisors Law Examination May 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Bachman
Phone Number: 303-785-8470
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    4,630
    MILLIONS
  • Total Number of Accounts
    20,044
    ACCOUNTS
  • Average Account Value
    $230,999
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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