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John William Bach JR

John W. Bach

INVEST CAPITAL PARTNERS
Springboro, OH 45066
Some features on this profile are disabled
CRD#: 5436710
John William Bach JR

Professional summary

John William Bach JR, CFP®, who also goes by John William Bach, Will Bach, is a registered financial advisor currently at INVEST CAPITAL PARTNERS located in Springboro, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 12 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John William Bach | Will Bach

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) MIDWESTERN WEALTH MANAGEMENT, WWW.MWMRJ.COM. INVESTMENT AND ADVISORY RELATED SUPPORT COMPANY/DBA (OWNER), STARTED 10/2015, SPRINGBORO, OH, ADMINISTRATIVE DUTIES, 4 HOURS DEVOTED/MONTH, 0 DURING TRADING. (2) BOILERMAKER WEALTH MANAGEMENT, LLC, NON-INVESTMENT RELATED REAL ESTATE HOLDING COMPANY FOR Office space, STARTED 9/2015, SPRINGBORO, OH, SOLE MANAGING MEMBER/OWNER, PAY BILLS ASSOCIATED WITH THE BUILDING, 8 HOURS DEVOTED/MONTH, 0 DURING TRADING HOURS. (3) Midwestern Insurance Management. INVESTMENT RELATED. STARTED:09/2016. SPRINGBORO, OH. SOLE MANAGING MEMBER/OWNER. 10 HRS PER MONTH, 2 DURING TRADING HRS. Insurance Agency to sell Health, Life, Property and Casualty Insurance. (4) Invest Capital Partners, Co, Investment-Related, 4/2017; 550 S. Main Street, Springboro, OH 45066. Registered Investment Advisor, CEO/Investment Advisor Representative, 120 hours/month, 110 during trading hours. Financial Planning and account management. (5) Riverview Accounting & Advisory, Co., Not Investment Related, 9/2024; 7185 Liberty Centre Dr., Ste. F, West Chester Township, OH 45069, Tax Advisor. 20 hours/month; 0 during trading hours, Enrolled Agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Bach JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

April 12, 2017 - Present

INVEST CAPITAL PARTNERS

Office #1: 550 S. Main Street, Springboro, OH 45066
RIA
CRD#: 287987
Springboro, OH
Past

February 13, 2019 - July 26, 2022

L.M. KOHN & COMPANY

BD
CRD#: 27913
SPRINGBORO, OH
Past

March 31, 2017 - February 6, 2018

LEVEL FOUR FINANCIAL, LLC

BD
CRD#: 25700
Springboro, OH
Past

March 15, 2017 - January 6, 2023

BOND TECH INC

RIA
CRD#: 105979
SPRINGBORO, OH
Past

October 6, 2015 - April 3, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
SPRINGBORO, OH
Past

October 2, 2015 - March 31, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
SPRINGBORO, OH
Past

February 13, 2013 - October 6, 2015

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
MIAMISBURG, OH
Past

February 13, 2013 - October 6, 2015

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
MIAMISBURG, OH
Past

March 16, 2012 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
MIAMISBURG, OH
Past

March 16, 2012 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MIAMISBURG, OH
Past

October 15, 2009 - April 13, 2012

MORGAN STANLEY

RIA
CRD#: 149777
CENTERVILLE, OH
Past

October 14, 2009 - April 13, 2012

MORGAN STANLEY

BD
CRD#: 149777
CENTERVILLE, OH
Past

July 14, 2008 - November 23, 2009

CREATIVE FINANCIAL DESIGNS, INC.

RIA
CRD#: 109032
INDIANAPOLIS, IN
Past

July 14, 2008 - November 23, 2009

CFD INVESTMENTS, INC.

BD
CRD#: 25427
INDIANAPOLIS, IN
Past

March 19, 2008 - July 17, 2008

WADDELL & REED

RIA
CRD#: 866
INDIANAPOLIS, IN
Past

February 11, 2008 - July 17, 2008

WADDELL & REED

BD
CRD#: 866
INDIANAPOLIS, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IC
INVEST CAPITAL PARTNERS
CHUDDE WEALTH MANAGEMENT | ROCKWOOD INVESTMENT COUNSEL | RIVERVIEW ACCOUNTING & ADVISORY, CO. | MIDWESTERN WEALTH MANAGEMENT | MERTEN CAPITAL | INVEST CAPITAL PARTNERS, LLC | INVEST CAPITAL PARTNERS, CO. | INVEST CAPITAL PARTNERS | INERTIA WEALTH MANAGEMENT

CRD#: 287987 / SEC#: 801-110218

RIA
Registered Investment Advisory firm - (4/4/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alabama
(10/2/2025)
IAR
California
(4/6/2018)
IAR
Florida
(7/18/2018)
IAR
Illinois
(10/15/2025)
IAR
Indiana
(5/3/2018)
IAR
Michigan
(10/6/2025)
IAR
North Carolina
(10/3/2025)
IAR
Ohio
(4/12/2017)
IAR
Virginia
(10/6/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/17/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/6/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 12/9/2009
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/8/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/19/2018
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/22/2016
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/14/2016
General Securities Sales Supervisor - Options Module Examination

Current Firm

IC
INVEST CAPITAL PARTNERS
CHUDDE WEALTH MANAGEMENT | ROCKWOOD INVESTMENT COUNSEL | RIVERVIEW ACCOUNTING & ADVISORY, CO. | MIDWESTERN WEALTH MANAGEMENT | MERTEN CAPITAL | INVEST CAPITAL PARTNERS, LLC | INVEST CAPITAL PARTNERS, CO. | INVEST CAPITAL PARTNERS | INERTIA WEALTH MANAGEMENT

CRD#: 287987 / SEC#: 801-110218

RIA
Registered Investment Advisory firm - (4/4/2017 Approved)
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Contact information

Main Address
550 S. Main Street, Springboro, OH 45066
Mailing Address
550 S. Main Street, Springboro, OH 45066
Phone number
(937) 557-3200
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INVEST CAPITAL PARTNERS BROCHURE DISCLOSURE (1/7/2025)

Regulatory assets under management

Total Number of Accounts1,200
AUM (Assets Under Management)$ 229,325,324

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INVEST CAPITAL PARTNERS

CRD#: 287987Springboro, OH 45066

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