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Advisors / Oregon / Corvallis
29yrs

Greg Bachman

Financial advisor at Spectrum Strategic Capital Management

Greg Bachman has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Corvallis, Oregon. After seven years at 1st Global Advisors, Greg joined Spectrum Strategic Capital Management in 2016, a firm offering financial planning, investment management, and selecting outside investment managers. Greg’s designations include CFA and CFP®.

One of 79 advisors with offices in Corvallis, and one of 73 fiduciaries.

Corvallis, OR 97330CFACFP®Top 11% by experience in CorvallisFiduciary advisor
Call the officeDirections

At a glance

Experience29 years (since 1997)
How that compares ?Top 11% by experience in Corvallis
Office2055 NW Grant Ave, Corvallis, OR 97330
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$888,249
Advisors at the firm4
States licensed ?1 state

Services through Spectrum Strategic Capital Management

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFACFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2016 – now
  2. 2001 – 2008
    1st Global Advisors Inc.Previously

Questions to ask Greg

Tailored to Greg’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Greg

How do I contact Greg?

Call Spectrum Strategic Capital Management at (541) 248-2052 and ask for Greg Bachman. Greg works from the Corvallis, OR office.

How long has Greg been a financial advisor?

Greg has been in the industry since 1997, about 29 years. Top 11% by experience in Corvallis.

What licenses does Greg hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Greg a fiduciary?

Greg is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Greg paid?

Spectrum Strategic Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Greg for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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