BB
Brian R. Bischoff
BISCHOFF WEALTH MANAGEMENT GROUP
Greenwood, IN 46142
Some features on this profile are disabled
CRD#: 2564187
BB
Professional summary
Brian Robert Bischoff, who also goes by Brian R Bischoff, is a registered financial advisor currently at BISCHOFF WEALTH MANAGEMENT GROUP, LLC located in Greenwood, Indiana.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Brian has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian R 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.
RSA CAPITOL LLC; INVESTMENT RELATED; GREENWOOD IL; LLC HOLDS REAL ESTATE; 4% OWNERSHIP; BEGAN 5/2005; LESS THAN 1 HOUR PER MONTH; NOT DURING BUSINESS HOURS; LINKMEYER DEVELOPMENT LLC; INVESTMENT RELATED; GREENWOOD, IN; REAL ESTATE DEVELOPMENT; 50% OWNERSHIP; START DATE 5/30/09; 5 HRS MONTH; 0 HRS DURING TRADING.;CALVERT FARMS LLC; INVESTMENT RELATED; GREENWOOD, IN; CO-OWNER; OWNING/DEVELOPING LAND; START DATE 5/2010; 2 HRS MONTH; 0 HRS DURING TRADING. EPIC INVESTMENT 2011, LLC; INVESTMENT RELATED; GREENWOOD, IN; 50% OWNERSHIP; INVEST IN HOLDING COMPANY THAT OPERATES RESTAURANTS; START DATE 1/2012; 0 HRS PER MO; 0 HRS DURING TRADING; DUTIES - NONE; LIBRARY PARK LILAC; INVESTMENT RELATED; GREENWOOD IN; 50% OWNERSHIP; COMMERCIAL REAL ESTATE; START 03/2012; 15 HOURS PER MO; MBM LLC; INVESTMENT RELATED; GREENWOOD, IN; 33% OWNERSHIP; VERIZON WIRELESS CELLULAR STORES; START DATE 11/2012; 0 HRS PER MO; BISCHOFF - MARK WEALTH MANAGEMENT LLC; INVESTMENT RELATED; GREENWOOD, IN; 50% OWNERSHIP; START DATE 9/3/12; NO TIME DEVOTED; NSR 135 LLC; INVESTMENT RELATED; GREENWOOD, IN; 33.33% OWNERSHIP; COMMERCIAL RENTAL PROPERTY; START: 9/2012; 0 HRS; FAIRVIEW CORNERS; NON-INVESTMENT RELATED; WHITELAND, IN; 65% OWNERSHIP; OWNER; REAL ESTATE; START JAN 2011; 10 HRS PER MO; 0 HRS DURING TRADING. CANARY CREEK SHOPPES LLC; NON-INVESTMENT RELATED; WHITELAND, IN; 65% OWNERSHIP; OWNER; REAL ESTATE; START DATE JANUARY 2011; 10 HRS PER MONTH; 0 HRS DURING TRADING. BROOKVILLE P-52 LLC; NON-INVESTMENT RELATED; WHITELAND, IN; 65% OWNERSHIP; OWNER; REAL ESTATE; START DATE JANUARY 2011; 10 HRS PER MONTH; 0 HRS DURING TRADING. ANDRADA LLC; NON-INVESTMENT RELATED; WHITELAND, IN; 65% OWNERSHIP; OWNER; REAL ESTATE; START DATE JANUARY 2011; 10 HRS PER MONTH; 0 HRS DURING TRADING. HEARTLAND VILLAGE SHOPPES, LLC; NON-INVESTMENT RELATED; WHITELAND, IN; 65% OWNERSHIP; OWNER; REAL ESTATE; START DATE JANUARY 2011; 10 HRS PER MONTH; 0 HRS DURING TRADING. HOLIDAY CENTER LLC; NON-INVESTMENT RELATED; WHITELAND, IN; 65% OWNERSHIP; OWNER; REAL ESTATE; START DATE JANUARY 2011; 10 HRS PER MONTH; 0 HRS DURING TRADING. GREENMEADOWS SHOPPING CENTER LLC; NON-INVESTMENT RELATED; WHITELAND, IN; 65% OWNERSHIP; OWNER; REAL ESTATE; START DATE JANUARY 2011; 10 HRS PER MONTH; 0 HRS DURING TRADING. WHITE RIVER LANDING LLC; NON-INVESTMENT RELATED; WHITELAND, IN; 65% OWNERSHIP; OWNER; REAL ESTATE; START DATE JANUARY 2011; 10 HRS PER MONTH; 0 HRS DURING TRADING; WHITELAND RETAIL CENTER II, LLC; NON-INVESTMENT RELATED; WHITELAND, IN; 65% OWNERSHIP; OWNER; REAL ESTATE; START DATE JANUARY 2011; 10 HRS PER MONTH; 0 HRS DURING TRADING. FRANKLIN SHOPS, LLC; NON-INVESTMENT RELATED; WHITELAND, IN; 65% OWNERSHIP; OWNER; REAL ESTATE; START JAN 2011; 10 HRS PER MONTH; 0 HRS DURING TRADING. MB LANTERN LLC; NON-INVESTMENT RELATED; GREENWOOD, IN; 65% OWNERSHIP; OWNER; REAL ESTATE; START AUG 2024; 10 HRS PER MONTH; 0 HRS DURING TRADING; PREMIUM PROPERTY MANAGEMENT GROUP, LLC; NON-INVESTMENT RELATED; WHITELAND, IN; 65% OWNERSHIP; OWNER; REAL ESTATE; START DATE JANUARY 2011; 10 HRS PER MONTH; 0 HRS DURING TRADING; LINKMEYER TANNERS CREEK LLC; INVESTMENT RELATED; 33% OWNER, REAL ESTATE COMPANY, BEGAN IN 2011, 0 HOURS PER MONTH. LINKMEYER DEVELOPMENT II LLC; INVESTMENT RELATED; 85% OWNER, DEVELOPMENT COMPANY, START 2008, 0 HOURS PER MO. LINKMEYER KROGER LLC; INVESTMENT RELATED; 33% OWNER, OWNER OF LAND, BEGAN IN 2010, 0 HOURS PER MO. HPG COUNTY LINE CORNER SHOPS LLC; 30% OWNER; REAL ESTATE COMPANY, BEGAN IN 2011, 0 HOURS PER MO. HPG CENTER AT STOP 11, LLC; INVESTMENT RELATED; 30% OWNER; REAL ESTATE COMPANY, BEGAN IN 2011, 0 HOURS PER MO. HPG EAGLE HIGHLAND SHOPS LLC; INVESTMENT RELATED; 30% OWNER, COMMERCIAL REAL ESTATE, 0 HOURS PR MO. THE UK GROUP; INVESTMENT RELATED; 100% OWNER, OWNS A PROMISSORY NOTE, BEGAN IN 2023, 0 HOURS. MBP LANTERN 10 LLC; NON-INVESTMENT RELATED; GREENWOOD, IN; 45.5% OWNERSHIP; INVESTOR IN COMMERICIAL LAND IN WESTFIELD INDIANA; REAL ESTATE; START JULY 2025; 1HRS PER MO, 0 DURING TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Brian Robert Bischoff's CRS (Customer Relationship Summary).
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
Current
September 30, 2015 - Present
BISCHOFF WEALTH MANAGEMENT GROUP, LLC
Office #1: 107 North State Road 135 Suite 207, Greenwood, IN 46142RIA
CRD#: 171652
Greenwood, IN
Past
January 26, 2007 - September 24, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
GREENWOOD, IN
Past
January 26, 2007 - September 24, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
GREENWOOD, IN
Past
December 15, 1998 - January 30, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
INDIANAPOLIS, IN
Past
January 12, 1995 - January 30, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
INDIANAPOLIS, IN
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".
BW
BISCHOFF WEALTH MANAGEMENT GROUP, LLC
ALCIPION WEALTH MANAGEMENT, LLC | BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD#: 171652 / SEC#: 801-106594
RIA
Registered Investment Advisory firm - (9/3/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(9/30/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
BW
BISCHOFF WEALTH MANAGEMENT GROUP, LLC
ALCIPION WEALTH MANAGEMENT, LLC | BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD#: 171652 / SEC#: 801-106594
RIA
Registered Investment Advisory firm - (9/3/2015 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
107 North State Road 135 Suite 207, Greenwood, IN 46142
Mailing Address
Phone number
(317) 851-9718
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 713 |
| AUM (Assets Under Management) | $ 195,994,528 |
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.
