John
Bach
Invest Capital Partners
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About this Advisor
John Bach is a certified financial planner working in Springboro, Ohio, with a total of 6 years of relevant experience. Bach is an advisor for Invest Capital Partners. Their career trajectory has included roles 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. Bach has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in California, Florida, Indiana and Ohio. Invest Capital Partners is an advisory firm that has its headquarters in Springboro, OH. The firm has offices in four locations and a total of seven financial advisors. It oversees $130 million in assets between its 821 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 821 client accounts, just 9% are associated with high-net-worth clients who have more than $1 million in assets. The business provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. A financial advisor's fee schedules usually are based on which services are offered. However, fee types charged by Invest Capital Partners may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Invest Capital Partners Brokerage Details
$130,233,012
7
821
$158,627
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
John has been registered as a financial advisor for 6 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Granville, OH
Springboro, OH
Columbus, OH
Springboro, OH
Springboro, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
