Ian M. Bachtel

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CRD#: 5526985

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ian Macleod Bachtel was a registered financial professional .

Ian is a previously registered financial professional and started their career in finance in 2008. Ian had worked at 7 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

Cellco Partnership is the owner of Verizon Wireless where I have worked as a Business Account Manager since July of 2018. This business is not investment related. Approximately 80 hours per month are required for this role and it does not interfere with the trading day. Role is business development. Address is One Verizon Way, Basking Ridge, NJ 07920

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

None

Experience

Past

December 8, 2023 - April 25, 2024

POTOMAC

RIA

CRD#: 105413

Medford, OR

Past

August 26, 2020 - December 31, 2023

ROGUE VALLEY WEALTH

RIA

CRD#: 309847

MEDFORD, OR

Past

December 1, 2017 - July 2, 2018

SKYOAK CAPITAL, INC.

RIA

CRD#: 154248

MEDFORD, OR

Past

October 15, 2012 - September 1, 2017

CUTLER INVESTMENT GROUP

RIA

CRD#: 128483

JACKSONVILLE, OR

Past

March 8, 2010 - October 2, 2012

LEADER CAPITAL CORP.

RIA

CRD#: 46206

PORTLAND, OR

Past

March 8, 2010 - October 2, 2012

LEADER CAPITAL CORP.

CRD#: 46206

PORTLAND, OR

Past

October 28, 2009 - August 20, 2010

MACLEOD CAPITAL MANAGEMENT

RIA

CRD#: 150597

VANCOUVER, WA

Past

July 8, 2008 - June 1, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

VANCOUVER, WA

Past

June 23, 2008 - June 1, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

VANCOUVER, WA

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".

POTOMAC

INVESTWISE WEALTH MANAGEMENT | POTOMAC FUND MANAGEMENT INC | POTOMAC FUND MANAGEMENT | POTOMAC

CRD#: 105413 / SEC#: 801-31311

RIA

Registered Investment Advisory firm - (2/4/1988 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/7/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/21/2008

General Securities Representative Examination

Current Firm

POTOMAC

INVESTWISE WEALTH MANAGEMENT | POTOMAC FUND MANAGEMENT INC | POTOMAC FUND MANAGEMENT | POTOMAC

CRD#: 105413 / SEC#: 801-31311

RIA

Registered Investment Advisory firm - (2/4/1988 Approved)

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Contact information

Main Address

7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814

Mailing Address

Phone number

(301) 901-3466

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POTOMAC FORM ADV PART 2A (7/30/2025)

Regulatory assets under management

Total Number of Accounts	2,573
AUM (Assets Under Management)	$ 2,406,097,311

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.

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Advisor Monitoring

Firm Stability Insights

Ian M. Bachtel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ROGUE VALLEY WEALTH

SKYOAK CAPITAL, INC.

CUTLER INVESTMENT GROUP

LEADER CAPITAL CORP.

LEADER CAPITAL CORP.

MACLEOD CAPITAL MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

POTOMAC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/7/2008

Series 7

Date: 6/21/2008

Current Firm

POTOMAC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POTOMAC

TRUST BUT VERIFY

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