Unclaimed Profile

John William Bach

INVEST CAPITAL PARTNERS, CO.·SPRINGBORO, Ohio

SIE, Series 7, Series 9, Series 10, Series 24, Series 31, Series 66CFP18 years registeredINVEST CAPITAL PARTNERS, CO.

550 S. MAIN STREET, SPRINGBORO, OH 45066CRD# 5436710Firm CRD# 287987

Profile Verification

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

Identity

John William Bach · SPRINGBORO, OH

Registration

CRD #5436710 · INVEST CAPITAL PARTNERS, CO. · 18 years registered

Brand Profile

Not yet started

Career History

INVEST CAPITAL PARTNERS

Apr 2017 – present

BOND TECH INC

Mar 2017 – Jan 2023

SPRINGBORO, OH

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2015 – Apr 2017

SPRINGBORO, OH

RAYMOND JAMES & ASSOCIATES, INC.

Feb 2013 – Oct 2015

MIAMISBURG, OH

MORGAN KEEGAN & COMPANY, INC.

Mar 2012 – Feb 2013

MIAMISBURG, OH

MORGAN STANLEY SMITH BARNEY LLC

Oct 2009 – Apr 2012

CENTERVILLE, OH

CREATIVE FINANCIAL DESIGNS, INC.

Jul 2008 – Nov 2009

INDIANAPOLIS, IN

WADDELL & REED, INC.

Mar 2008 – Jul 2008

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 31

Series 66

Registration record

First registered · March 19, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

2018Employment Separation After Allegations

2012Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INVEST CAPITAL PARTNERS, CO.

CRD 287987 · SEC 801-110218

AUM

$144M

Regulatory assets under management

Employees

872 client accounts

Services offered by INVEST CAPITAL PARTNERS, CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INVEST CAPITAL PARTNERS, CO. →

Introduction

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Frequently Asked Questions

What services does John William Bach offer?

John William Bach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGBORO, Ohio for a consultation.

What are John William Bach's credentials?

John William Bach holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John William Bach located?

John William Bach is based in SPRINGBORO, Ohio, working with INVEST CAPITAL PARTNERS, CO.. Their office serves clients in the SPRINGBORO metropolitan area and surrounding communities.

How does John William Bach charge for services?

John William Bach'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 INVEST CAPITAL PARTNERS, CO.?

INVEST CAPITAL PARTNERS, CO. has approximately 9 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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