John Bach (CRD# 5436710) is an Investment Advisor Representative working at Invest Capital Partners in Springboro, OH and has over 16 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.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| L.m. Kohn & Company | Cincinnati, OH | Jan 2019 - Current | 5 |
| Invest Capital Partners | Springboro, OH | Apr 2017 - Current | 7 |
| Midwestern Insurance Management, LLC | Springboro, OH | Nov 2016 - Current | 7 |
| Bond-tech, Inc. | Springboro, OH | Aug 2016 - Current | 7 |
| Midwestern Wealth Management | Springboro, OH | Mar 2016 - Current | 8 |
| Boilermaker Wealth Management LLC | Springboro, OH | Sep 2015 - Current | 8 |
| Main Street Not Wall Street | Springboro, OH | May 2018 - Feb 2019 | < 1 |
| Harbor Financial Services, LLC | Springboro, OH | Mar 2017 - Feb 2018 | < 1 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management144MILLIONS
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Total Number of Accounts872ACCOUNTS
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Average Account Value$165,685
- 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
- Educational seminars/workshops
CA, FL, IL, IN, MI, OH, TN, TX, VA
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