Brian
Bischoff

Bischoff Wealth Management Group, LLC

CRD#2564187
Investment Advisor
in Greenwood, IN

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About this Advisor

Brian Bischoff is a financial advisor based in Greenwood, Indiana, working with Bischoff Wealth Management Group, LLC. Brian has previously held positions at Wells Fargo Advisors Financial Network LLC, Bischoff Wealth Management Group, LLC, and Wells Fargo Advisors Financial Network, LLC. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Brian is part of Bischoff Wealth Management Group, LLC, which operates out of Greenwood, Indiana. The firm has 6 employees and manages assets totaling $195.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Bischoff Wealth Management Group, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

107 North State Road 135 Suite 207
Greenwood, IN 46142

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Bischoff Wealth Management Group, LLC Brokerage Details

Total Assets Under Management

$195,804,554

IN Average: $1,347,246,178
Total Number of Employees

6

IN Average: 46
Total Number of Accounts

369

IN Average: 1,775
Average Account Size

$530,636

IN Average: $759,012

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

2015 - Present (9 years)

Bischoff Wealth Management Group, LLC

2009 - 2015 (6 years)

Wells Fargo Advisors Financial Network LLC

2007 - 2015 (8 years)

Wells Fargo Advisors Financial Network, LLC

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

Jonathan Benham
Greenwood, IN
Brian Bischoff
Greenwood, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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