John
Bach
Invest Capital Partners
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About this Advisor
John Bach is a financial advisor based in Springboro, Ohio, working with Invest Capital Partners. John has previously held positions at Raymond James & Associates, Inc, Raymond James Financial Services Advisors Inc, Boilermaker Wealth Management LLC, Station 1919, LLC, Bond-Tech, Inc, Harbor Financial Services, LLC, Midwestern Insurance Management, LLC, Invest Capital Partners, Main Street Not Wall Street, L.M. Kohn & Company, and Midwestern Wealth Management. John has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, Indiana, and Ohio. Currently, John is part of Invest Capital Partners, which operates out of Springboro, Ohio. The firm has 4 offices and 7 employees. The firm manages assets totaling $144.5 million 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, and educational seminars. The fee structure at Invest Capital Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Invest Capital Partners Brokerage Details
$144,477,332
7
872
$165,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
John Bach Work History
L.M. Kohn & Company
Invest Capital Partners
Bond-Tech, Inc
Midwestern Insurance Management, LLC
Midwestern Wealth Management
Boilermaker Wealth Management LLC
Main Street Not Wall Street
Harbor Financial Services, LLC
Station 1919, LLC
Raymond James Financial Services Advisors Inc
Raymond James & Associates, Inc
Disclosures
Please visit the SEC profile of John Bach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Invest Capital Partners
Springboro, OH
Springboro, OH
Granville, OH
Columbus, OH
Springboro, OH
Springboro, OH
Springboro, OH
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