Robert
Bachman
Geneos Wealth Management, Inc
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About this Advisor
Robert Bachman is a financial advisor based in Centennial, Colorado, working with Geneos Wealth Management, Inc. Robert has previously held positions at Geneos Wealth Management Inc and G5 Financial Group. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Robert is part of Geneos Wealth Management, Inc, which operates out of Centennial, Colorado. The firm has 116 offices and 200 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Geneos Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$5,163,064,970
200
21,980
$234,898
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Bachman Work History
G5 Financial Group
Geneos Wealth Management Inc
Disclosures
Please visit the SEC profile of Robert Bachman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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