Unclaimed Profile

Todd Patrick Bishop

KAISER WEALTH MANAGEMENT·CHEYENNE, Wyoming

SIE, Series 4, Series 7, Series 24, Series 28, Series 50, Series 52, Series 54, Series 63, Series 99TO17 years registeredKAISER WEALTH MANAGEMENT

6101 YELLOWSTONE ROAD SUITE 123, CHEYENNE, WY 82009CRD# 1984531Firm CRD# 111000

Profile Verification

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

Identity

Todd Patrick Bishop · CHEYENNE, WY

Registration

CRD #1984531 · KAISER WEALTH MANAGEMENT · 17 years registered

Brand Profile

Not yet started

Career History

GENEOS WEALTH MANAGEMENT, INC.

Nov 2017 – present

KAISER WEALTH MANAGEMENT

Nov 2008 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 28

Series 50

Series 52

Series 54

Series 63

Series 99TO

Registration record

First registered · November 25, 2008

Years registered · 17

Disclosure History

2010Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

KAISER WEALTH MANAGEMENT

CRD 111000 · SEC 801-55812

AUM

$35M

Regulatory assets under management

Employees

11 client accounts

Services offered by KAISER WEALTH MANAGEMENT

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 KAISER WEALTH MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Todd Patrick Bishop offer?

Todd Patrick Bishop specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHEYENNE, Wyoming for a consultation.

What are Todd Patrick Bishop's credentials?

Todd Patrick Bishop is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Patrick Bishop located?

Todd Patrick Bishop is based in CHEYENNE, Wyoming, working with KAISER WEALTH MANAGEMENT. Their office serves clients in the CHEYENNE metropolitan area and surrounding communities.

How does Todd Patrick Bishop charge for services?

Todd Patrick Bishop's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KAISER WEALTH MANAGEMENT?

KAISER WEALTH MANAGEMENT has approximately 1 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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