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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bachman is an investment advisor representative associated with Geneos Wealth Management, Inc. Robert has been in the industry since 1980. Robert has passed the Series 1, 7, 24, 51, 63, and 65 exams. Robert is currently registered with the state of Colorado, Florida, Maryland, Ohio, Oklahoma, and Texas. Robert is a principal at Geneos Wealth Management, Inc. Robert previously worked at AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Anchor National Financial Services, Inc., Consolidated Investment Services, Inc., Financial Planners Equity Corporation, and Mountain States Investments. Robert is a president at Interfinancial Corporation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
03/20/2006 - Present
Geneos Wealth Management, Inc. (Centennial CO)
CO
10/31/2005 - 04/03/2006
AIG FINANCIAL ADVISORS, INC. (GREENWOOD VILLAGE CO)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
01/17/1990 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
CO
12/15/1987 - 02/07/1990
CONSOLIDATED INVESTMENT SERVICES, INC. (LITTLETON CO)
NA
05/08/1985 - 12/22/1987
FINANCIAL PLANNERS EQUITY CORPORATION
NA
09/05/1980 - 05/20/1985
MOUNTAIN STATES INVESTMENTS
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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