KAISER WEALTH MANAGEMENT

3 registered advisors·CRD# 111000
SEC# 801-558120307-634-1547
01

Firm Overview

AUM
$35M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at KAISER WEALTH MANAGEMENT

3 registered advisors
Daniel George Baxter
CHEYENNE, Wyoming
Harold Barrett Richardson
CHEYENNE, Wyoming
Todd Patrick Bishop
CHEYENNE, Wyoming
05

Office Locations

CHEYENNE, Wyoming
3 advisors

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Data sourced from SEC Form ADV filings. KAISER WEALTH MANAGEMENT (CRD# 111000) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.