Greg
Bachman
Spectrum Strategic Capital Management, LLC
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About this Advisor
Greg Bachman is a certified financial planner and chartered financial analyst working out of Corvallis, Oregon with 17 years of industry experience. Bachman is on the advisory team at Spectrum Strategic Capital Management, LLC. Bachman has gained experience at Spectrum Strategic Capital Management LLC, Spectrum Insurance Services, LLC and Purshe Kaplan Sterling Investments. Bachman maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in Oregon and Texas. Spectrum Strategic Capital Management, LLC is a registered investment firm operating out of Corvallis, OR. It has a total of six advisors. It oversees $184 million in total assets among its 723 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 723 customer accounts, 23% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Spectrum Strategic Capital Management, LLC has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on the financial services provided. However, fee types charged by Spectrum Strategic Capital Management, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spectrum Strategic Capital Management, LLC Brokerage Details
$184,201,686
6
723
$254,774
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Greg Bachman Work History
Greg has been registered as a financial advisor for 17 years.*
Spectrum Strategic Capital Management LLC
Spectrum Insurance Services, LLC
Spectrum Strategic Capital Management LLC
Spectrum Strategic Capital Management LLC
Purshe Kaplan Sterling Investments
*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 Greg Bachman 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 Spectrum Strategic Capital Management, LLC
Corvallis, OR
Corvallis, OR
Corvallis, OR
Corvallis, OR
Corvallis, OR
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.
