Robert Joe Bachman

Employer firm

Geneos Wealth Management, Inc. CRD 120894

$9.22B regulatory AUM 139 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2006-03-20

CO RA
APPROVED

Since 2006-03-20

Branch Locations

Centennial, CO • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Geneos Wealth Management Inc	Centennial	CO	03/2006	Present
G5 Financial Group	Centennial	CO	05/2010	Present

03/2006 → Present

Geneos Wealth Management Inc

Centennial, CO
05/2010 → Present

G5 Financial Group

Centennial, CO

Previous Registrations

1999-01-01 → 2006-12-19

Interfinancial Corporation

Greenwood Village, CO

Other Businesses

1) DBA:G5 FINANCIAL GROUP LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) PRESIDENT-INTERFINANCIAL CORPORATION.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-05-25
S63	Uniform Securities Agent State Law Examination	1991-04-05

S65 Uniform Investment Adviser Law Examination

1999-05-25
S63 Uniform Securities Agent State Law Examination

1991-04-05

Other Names

Bob Bachman

View on SEC IAPD