Unclaimed Profile

Kevin Scott Bachmann

QUESTAR ASSET MANAGEMENT, INC.·MINNEAPOLIS, Minnesota

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 63ChFCClean record10 years registeredQUESTAR ASSET MANAGEMENT, INC.

5701 GOLDEN HILLS DRIVE, MINNEAPOLIS, MN 55416CRD# 1406637Firm CRD# 133358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Scott Bachmann · MINNEAPOLIS, MN

Registration

CRD #1406637 · QUESTAR ASSET MANAGEMENT, INC. · 10 years registered

Brand Profile

Not yet started

Career History

CAPE INVESTMENT ADVISORY, INC.

Oct 2022 – present

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

Aug 2022 – present

INTERVEST INTERNATIONAL, INC.

Mar 2018 – Aug 2022

Riverview, FL

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Oct 2016 – Oct 2017

SARASOTA, FL

QUESTAR ASSET MANAGEMENT, INC.

Feb 2016 – Sep 2016

BRADENTON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 63

Registration record

First registered · February 4, 2016

Years registered · 10

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUESTAR ASSET MANAGEMENT, INC.

CRD 133358 · SEC 801-63747

AUM

$1.1B

Regulatory assets under management

Employees

431

6,432 client accounts

Services offered by QUESTAR ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUESTAR ASSET MANAGEMENT, INC. →

Introduction

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MINNEAPOLIS?

Browse all registered financial advisors in MINNEAPOLIS, Minnesota or claim this profile if it's yours.

Browse MINNEAPOLIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kevin Scott Bachmann offer?

Kevin Scott Bachmann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Kevin Scott Bachmann's credentials?

Kevin Scott Bachmann holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin Scott Bachmann located?

Kevin Scott Bachmann is based in MINNEAPOLIS, Minnesota, working with QUESTAR ASSET MANAGEMENT, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Kevin Scott Bachmann charge for services?

Kevin Scott Bachmann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUESTAR ASSET MANAGEMENT, INC.?

QUESTAR ASSET MANAGEMENT, INC. has approximately 431 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →