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Brian Robert Bischoff

Investment Adviser Representative at BISCHOFF WEALTH MANAGEMENT GROUP, LLC

Greenwood, INCRD #2564187Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Indiana
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/26/1995
Series 63
Uniform Securities Agent State Law Examination
Passed 1/20/1995
SIE
Securities Industry Essentials Examination
Passed 9/24/2015
Series 7
General Securities Representative Examination
Passed 1/11/1995
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 4/26/2007
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 4/26/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Full Range0.20%
Full Range Max1.50%
Source

Bischoff Wealth Management Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BISCHOFF WEALTH MANAGEMENT GROUP, LLCCurrent
9/30/2015Greenwood, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
1/26/20079/24/2015Greenwood, IN
MERRILL LYNCH PIERCE FENNER & SMITH INC.
12/15/19981/30/2007Indianapolis, IN

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Robert Bischoff has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Brian Robert Bischoff - Financial Advisor in Greenwood, IN | AdvisorFinder