John Bach, financial advisor Springboro OH
71 score

John Bach

CRD Number: 5436710
Current Firm: Bond Tech Inc.

John Bach (CRD# 5436710) is an Investment Advisor Representative working at Bond Tech Inc. in Springboro, OH and has over 10 years of experience in the finance industry. John Bach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Invest Capital Partners Springboro, OH Apr 2017 - Current 1
Harbor Financial Services, LLC Springboro, OH Mar 2017 - Current 1
Midwestern Insurance Management Springboro, OH Nov 2016 - Current 1
Bond-tech, Inc. Springboro, OH Aug 2016 - Current 1
Midwestern Wealth Management Springboro, OH Mar 2016 - Current 2
Boilermaker Wealth Management LLC Springboro, OH Sep 2015 - Current 2
Raymond James Financial Services Advisors Inc. Springboro, OH Oct 2015 - Mar 2017 1
Station 1919, LLC Springboro, OH Apr 2016 - Nov 2016 < 1
Raymond James & Associates, Inc. Miamisburg, OH Feb 2013 - Oct 2015 2
Morgan Keegan And Company Inc. Dayton, OH Mar 2012 - Feb 2013 < 1
Morgan Stanley Smith Barney Dayton, OH Oct 2009 - Mar 2012 2
Creative Financial Designs, Inc. Kokomo, IN Jul 2008 - Mar 2012 3
Cfd Investments, Inc. Kokomo, IN Jul 2008 - Oct 2009 1
Beech Grove Police Department Beech Grove, IN Aug 2005 - Oct 2009 4
Various Insurance Carriers For W&r Insurance Agencies Beech Grove, IN Feb 2008 - Jul 2008 < 1
Waddell & Reed, Inc. Indianapolis, IN Oct 2007 - Jul 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John W. Bach
Phone Number: 937-836-3991
Registered State(s):
  • OH
Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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