Bruce D. Bischoff

CACHETECH

Logan, UT 84321

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CRD#: 6153299

Professional summary

Bruce Dean Bischoff, who also goes by Bruce D Bischoff, is a registered financial advisor currently at CACHETECH located in Logan, Utah.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Bruce has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bruce D 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.

Hey Farm, LLC Start Date: 7/14/2021 Lease farm land Not investment related 1 hour per month Not compensated

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Dean Bischoff's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 24, 2025 - Present

CACHETECH

Office #1: 701 S Main St Ste 400, Logan, UT 84321

RIA

CRD#: 327688

Logan, UT

Past

January 17, 2023 - May 31, 2024

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

OMAHA, NE

Past

May 25, 2022 - May 31, 2024

BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123

BERWYN, PA

Past

January 27, 2020 - January 6, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

PROVIDENCE, UT

Past

November 15, 2013 - December 31, 2019

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

OMAHA, NE

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".

CACHETECH

CRD#: 327688 / SEC#: 801-128689

RIA

Registered Investment Advisory firm - (9/8/2023 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

Utah
(2/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/17/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/14/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/25/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/22/2021

Securities Industry Essentials Examination

Current Firm

CACHETECH

CRD#: 327688 / SEC#: 801-128689

RIA

Registered Investment Advisory firm - (9/8/2023 Approved)

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Contact information

Main Address

701 S Main St Ste 400, Logan, UT 84321

Mailing Address

Phone number

(435) 752-1702

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CACHETECH ADV 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	734
AUM (Assets Under Management)	$ 671,656,505

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.

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Advisor Monitoring

Firm Stability Insights

Bruce D. Bischoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Dean Bischoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORION PORTFOLIO SOLUTIONS, LLC

BRINKER CAPITAL SECURITIES, LLC

ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

Primary Firm SEC Registration

CACHETECH

State Registrations and Notice Filings

Exams

Series 63

Date: 1/17/2023

Series 65

Date: 11/14/2013

Series 7TO

Date: 5/25/2022

SIE

Date: 12/22/2021

Current Firm

CACHETECH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CACHETECH

TRUST BUT VERIFY

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