Unclaimed Profile

Brian Robert Bischoff

BISCHOFF WEALTH MANAGEMENT GROUP, LLC·GREENWOOD, Indiana

SIE, Series 7, Series 9, Series 10, Series 63, Series 6527 years registeredBISCHOFF WEALTH MANAGEMENT GROUP, LLC

107 NORTH STATE ROAD 135, GREENWOOD, IN 46142CRD# 2564187Firm CRD# 171652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Robert Bischoff · GREENWOOD, IN

Registration

CRD #2564187 · BISCHOFF WEALTH MANAGEMENT GROUP, LLC · 27 years registered

Brand Profile

Not yet started

Career History

BISCHOFF WEALTH MANAGEMENT GROUP, LLC

Sep 2015 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jan 2007 – Sep 2015

GREENWOOD, IN

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Dec 1998 – Jan 2007

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · December 15, 1998

Years registered · 27

Disclosure History

2003Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BISCHOFF WEALTH MANAGEMENT GROUP, LLC

CRD 171652 · SEC 801-106594

AUM

$196M

Regulatory assets under management

Employees

369 client accounts

Services offered by BISCHOFF WEALTH MANAGEMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BISCHOFF WEALTH MANAGEMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Robert Bischoff offer?

Brian Robert Bischoff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD, Indiana for a consultation.

What are Brian Robert Bischoff's credentials?

Brian Robert Bischoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Robert Bischoff located?

Brian Robert Bischoff is based in GREENWOOD, Indiana, working with BISCHOFF WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the GREENWOOD metropolitan area and surrounding communities.

How does Brian Robert Bischoff charge for services?

Brian Robert Bischoff's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BISCHOFF WEALTH MANAGEMENT GROUP, LLC?

BISCHOFF WEALTH MANAGEMENT GROUP, LLC has approximately 6 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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