Brian
Bischoff
Bischoff Wealth Management Group, LLC
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About this Advisor
Brian Bischoff is a financial advisor working in Greenwood, Indiana with a total of 8 years of relevant experience. Bischoff is an employee of Bischoff Wealth Management Group, LLC. During their career, the advisor has held roles at Bischoff Wealth Management Group, LLC, Wells Fargo Advisors Financial Network LLC and Wells Fargo Advisors Financial Network, LLC. Bischoff maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Indiana. Bischoff Wealth Management Group, LLC is a financial advisory firm headquartered in Greenwood, IN. It handles $183 million in assets under management between its 702 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 702 customer accounts, 25% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees typically depend on which services the firm provides the client. However, fee types charged by Bischoff Wealth Management Group, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bischoff Wealth Management Group, LLC Brokerage Details
$183,177,087
6
702
$260,936
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brian Bischoff Work History
Brian has been registered as a financial advisor for 8 years.*
Bischoff Wealth Management Group, LLC
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Bischoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bischoff Wealth Management Group, LLC
Greenwood, IN
Greenwood, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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