Todd Bishop, financial advisor Cheyenne WY
83 score

Todd Bishop

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Todd P. Bishop
Phone Number: 307-634-1547
Registered State(s):
  • CO
  • WY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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