Michael Bach (CRD# 3168845) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 20 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Trust Bank | Arnold, MO | Apr 2022 - Current | 1 |
| Charles Schwab Premiere Bank | Arnold, MO | Apr 2022 - Current | 1 |
| Charles Schwab Bank, Ssb | Arnold, MO | Apr 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | Arnold, MO | Dec 2021 - Current | 1 |
| Td Ameritrade, Inc. | St. Louis, MO | Dec 2017 - Dec 2021 | 4 |
| Scottrade, Inc. | St. Louis, MO | May 2007 - Dec 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2003 |
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- MO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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