GB
Gerald A. Bischoff
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CRD#: 1149659
GB
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gerald Arnold Bischoff, who also goes by Gerald A Bischoff, Jerry Bischoff, was a registered financial professional .
Gerald is a previously registered financial professional and started their career in finance in 1983. Gerald had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Gerald A Bischoff | Jerry Bischoff
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 10/2021 - DBA for LPL Business (entity for LPL business) - The Bischoffs - Investment Related - Eden Prairie, MN 55347 2) 10/2021 - DBA for LPL Business (entity for LPL business) - STRATEGIC WEALTH GROUP - Investment Related - Eden Prairie, MN 55347 3) 10/20/2021 - Strategic Wealth Group Registered Investment Advisor, LLC - DBA: STRATEGIC WEALTH GROUP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 11/01/2021 - 160 Hours Per Month/0 Hour During Securities Trading. 4) 10/20/2021 - Strategic Wealth Group Registered Investment Advisor, LLC - DBA: Running Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/01/2021 - 160 Hours Per Month/0 Hour During Securities Trading - I provide investment advisory services through Strategic Wealth Group Registered Investment Advisor, LLC, an independent investment advisor firm. I started this business activity in 10/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 08/24/2022 - Strategic Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/22/2022 - 160 Hours Per Month/160 Hours During Securities Trading.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
October 13, 2021 - December 31, 2023
STRATEGIC WEALTH GROUP
RIA
CRD#: 284430
EDEN PRAIRIE, MN
Past
October 12, 2021 - January 17, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
EDEN PRAIRIE, MN
Past
January 31, 2014 - October 12, 2021
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
MINNEAPOLIS, MN
Past
December 22, 2010 - October 12, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
MINNEAPOLIS, MN
Past
October 15, 1993 - December 31, 2010
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
MINNEAPOLIS, MN
Past
June 19, 1983 - October 15, 1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BD
CRD#: 13256
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
Registered Investment Advisory firm - (8/2/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 3/30/1978
Non-Member General Securities ExaminationCurrent Firm
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
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Contact information
Main Address
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347
Mailing Address
Phone number
(952) 843-4944
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,029 |
| AUM (Assets Under Management) | $ 1,029,281,614 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
