Todd BishopCRD Number: 1984531
Current Firm: Kaiser Wealth Management
Todd Bishop (CRD# 1984531) is an Investment Advisor Representative working at Kaiser Wealth Management in Cheyenne, WY and has over 28 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Global Eye Investments Corporation
Rbc Capital Markets, LLC
|Geneos Wealth Management, Inc.||Cheyenne, WY||Apr 2013 - Current||5|
|Kaiser Wealth Management||Cheyenne, WY||Aug 1995 - Current||22|
|Kaiser And Company||Cheyenne, WY||Aug 1995 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1990|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management124MILLIONS
Total Number of Accounts6ACCOUNTS
Average Account Value$20,666,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
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