Regional Vice President
Current
Jan 2016 - Present
AeroLeads people directory · profile
Tim Bachmann Email & Phone Number
Regional Vice President, Concourse Financial Group
at
Concourse Financial Group
1 work email found
@emercury.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Regional Vice President, Concourse Financial Group
Location
San Francisco, California, United States
Who is Tim Bachmann? Overview
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Quick answer
Tim Bachmann is listed as Regional Vice President, Concourse Financial Group at Concourse Financial Group, based in San Francisco, California, United States. AeroLeads shows a work email signal at emercury.com and a matched LinkedIn profile for Tim Bachmann.
Tim Bachmann previously worked as Regional Vice President at Concourse Financial Group and Consultant at Concourse Financial Group. Tim Bachmann holds B.S., Political Science from Miami University.
Company email context
Email format at Concourse Financial Group
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{first_initial}{last}@emercury.com
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Profile bio
About Tim Bachmann
Consultant/Advisor/Partner to Edward Jones Financial Advisors I believe that the highest role of a Financial Advisor is to help clients live graceful lives. Managing Standard Deviation, Tax Efficiency and Education/Retirement Planning is a start, but there is so much more. I help Financial Advisors hit higher marks and become truly holistic with creative, out of the box thinking and strategies way beyond the realm of the do it yourself-er. 30 years of experience - 11 years as a financial advisor and 19 years as a consultant to advisors and their clients. My goal is to profoundly transform financial advisor/client relationships - acting as a bridge between the world of traditional and alternative investments and risk and tax abatement/financial planning/multigenerational estate planning, and greater and more efficient charitable giving. Specialties: - Wealth Structuring for High Net Worth Families- Tax free retirement planning via Life Insurance- Roth IRA conversion strategies - Inherited IRA/Secure Act strategies- Philanthropic Vision strategies (Charitable Trusts, Family Foundations)- Business Continuation/Buy-Sell strategies- Tax Free Leverage for LTC via Life Insurance- Pension protection strategies- Leveraging irrevocable trusts/dynasty trusts/intentionally defective grantor trusts- 1035 Exchanges
Listed skills include Retirement Planning, Retirement, Financial Advisory, Alternative Investments, and 34 others.
Current workplace
Tim Bachmann's current company
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6 roles
Tim Bachmann work experience
A career timeline built from the work history available for this profile.
Consultant
Jan 2016 - Sep 2022
Field Based Senior Insurance Specialist
Facilitate, coach and team with Edward Jones Financial Advisors on protection and financial/estate planning opportunities.
Mar 2013 - Dec 2015
Vice President
Mercury Financial Group
Worked with high net worth families via financial and estate planning professionals. Specialized in structuring assets for intergenerational wealth transfer. Used leverage in the form of insurance on an agency basis. Collaborated with Financial Advisors at UBS, Wells Fargo, US Bank, Raymond James, LPL, Wells Fargo Advisors, J.P. Turner, and others.
Dec 2008 - Feb 2013
Account Executive
Fostered relationships and developed business within UBS, Morgan Stanley Smith Barney, Wells Fargo, Wells Fargo Advisors, LPL, Raymond James.
Oct 2004 - Dec 2008
Financial Advisor
Created $70,000,000 of assets under management from scratch. Managed portfolios for over 400 families. Top ten life insurance producer firm wide. Performance Leader for Chicago and western suburbs - coaching FAs to higher levels.
Jun 1993 - Nov 2004
2 education records
Tim Bachmann education
B.S., Political Science
Education record
FAQ
Frequently asked questions about Tim Bachmann
Quick answers generated from the profile data available on this page.
What company does Tim Bachmann work for?
Tim Bachmann works for Concourse Financial Group.
What is Tim Bachmann's role at Concourse Financial Group?
Tim Bachmann is listed as Regional Vice President, Concourse Financial Group at Concourse Financial Group.
What is Tim Bachmann's email address?
AeroLeads has found 1 work email signal at @emercury.com for Tim Bachmann at Concourse Financial Group.
Where is Tim Bachmann based?
Tim Bachmann is based in San Francisco, California, United States while working with Concourse Financial Group.
What companies has Tim Bachmann worked for?
Tim Bachmann has worked for Concourse Financial Group, Edward Jones, Mercury Financial Group, and The Hartford.
How can I contact Tim Bachmann?
You can use AeroLeads to view verified contact signals for Tim Bachmann at Concourse Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Tim Bachmann attend?
Tim Bachmann holds B.S., Political Science from Miami University.
What skills is Tim Bachmann known for?
Tim Bachmann is listed with skills including Retirement Planning, Retirement, Financial Advisory, Alternative Investments, Series 63, Fixed Annuities, Wealth Management, and High Net Worth Individuals.
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