JacobBauchmann- Financial Advisor Franklin, TN

Home > Financial Advisor Directory > tennessee > franklin

About Jacob Bauchmann

We bring over 45 years of experience assisting clients in developing strategies with the goal of creating, building, and sustaining wealth over time. We provide the most personal service available, thus earning a reputation for excellence in our community. Our investment strategies provide you with access to a large variety of well known companies. Our company is based on the principle that education and understanding of your current financial situation is vital to make successful prudent decisions.

See Disclosures

General Information

Firm Start Year

1983

No. of Employees

CRD#

5692581

Firm CRD#

6413

Insurance License#

0H79770

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

AZ, CA, CO, CT, FL, ID, IA, NE, ND, OH, OR, SC, TN, TX, VA, WA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Risk Management, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®

Securities Licenses

Series 7, Series 24, Series 66

Insurance and Annuity Licenses

Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Assets Managed by Advisor

$205,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Flat Fee, Commissions

Fee % Based on Assets

Education

Bachelor of Science in Applied Arts and Sciences Business Administration (Financial Services) - Financial Services

San Diego State University
09/01/2008 -12/30/2011

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ,CA,CO,CT,FL,IA,ID,ND,NE,OH,OR,SC,TN,TX,VA,WA.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Jacob Bauchmann

LPL Financial