Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bachmann is an investment advisor representative associated with Cape Investment Advisory, Inc. Kevin has been in the financial services industry for over 30 years, beginning in 1985. Kevin's career in the investment industry includes previous experience at Intervest International Equities Corporation and G.F. Investment Services, LLC. Kevin holds the Series 6, 7, 24 and 63 licenses. Kevin is a Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
FL
10/14/2022 - Present
Cape Investment Advisory, Inc. (RIVERVIEW FL)
CO
02/14/2018 - 08/02/2022
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
GA
09/23/2016 - 10/02/2017
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
FL
02/04/2016 - 09/29/2016
QUESTAR CAPITAL CORPORATION (BRADENTON FL)
MN
12/10/2008 - 08/28/2015
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
SD
10/05/2004 - 11/25/2008
SAMMONS SECURITIES COMPANY, LLC (SIOUX FALLS SD)
FL
01/02/1998 - 09/10/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
07/17/1995 - 01/02/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
MN
01/28/1991 - 12/31/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
09/12/1990 - 12/31/1990
AMEV INVESTORS, INC.
MN
02/06/1987 - 12/31/1990
AMEV INVESTORS, INC. (OAKDALE MN)
NA
11/21/1985 - 01/01/1987
PRINCOR FINANCIAL SERVICES CORPORATION
BC
Issued 10/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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