Ian Bachtel (CRD# 5526985) is an Investment Advisor Representative working at Potomac Fund Management in Miami, FL and has over 15 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Potomac Fund Management | Miami, FL | Dec 2023 - Current | < 1 |
Rogue Valley Wealth LLC | Medford, OR | Jun 2020 - Dec 2023 | 3 |
Cellco Partnership | Medford, OR | Jul 2018 - Sep 2022 | 4 |
Skyoak Wealth Management | Medford, OR | Dec 2017 - Jun 2018 | < 1 |
Cutler Investment Counsel | Jacksonville, OR | Oct 2012 - Nov 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- OR
-
Total Assets Under Management1,393MILLIONS
-
Total Number of Accounts2,289ACCOUNTS
-
Average Account Value$608,637
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Publication of periodicals or newsletters
AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, NC, NE, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA
About Wealthminder
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 derived from SEC.gov data covering 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.
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.