Unclaimed Profile

Alexander James Bischoff

KIPOS WEALTH LLC·DENTON, Texas

SIE, Series 7, Series 66Clean record9 years registeredKIPOS WEALTH LLC

1332 TEASLEY LN, DENTON, TX 76205CRD# 6696954Firm CRD# 323987

Profile Verification

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

Identity

Alexander James Bischoff · DENTON, TX

Registration

CRD #6696954 · KIPOS WEALTH LLC · 9 years registered

Brand Profile

Not yet started

Career History

KIPOS WEALTH

Jan 2023 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2018 – Jan 2023

FLOWER MOUND, TX

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Jun 2017 – Jan 2018

Honolulu, HI

TD AMERITRADE, INC.

Jun 2017 – Jan 2018

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 2, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KIPOS WEALTH LLC

CRD 323987 · SEC 801-127174

AUM

$28M

Regulatory assets under management

Employees

166 client accounts

Services offered by KIPOS WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KIPOS WEALTH LLC →

Introduction

Speak with Alexander

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alexander is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DENTON?

Browse all registered financial advisors in DENTON, Texas or claim this profile if it's yours.

Browse DENTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Alexander James Bischoff offer?

Alexander James Bischoff specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DENTON, Texas for a consultation.

What are Alexander James Bischoff's credentials?

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

Where is Alexander James Bischoff located?

Alexander James Bischoff is based in DENTON, Texas, working with KIPOS WEALTH LLC. Their office serves clients in the DENTON metropolitan area and surrounding communities.

How does Alexander James Bischoff charge for services?

Alexander James Bischoff's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KIPOS WEALTH LLC?

KIPOS WEALTH LLC has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →