Alexander J. Bischoff

KIPOS WEALTH | Financial Advisor

Denton, TX 76205

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CRD#: 6696954

Professional summary

Alexander James Bischoff, who also goes by Alexander Bischoff, is a registered financial advisor currently at KIPOS WEALTH located in Denton, Texas.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Alexander has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexander 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.

Name of Outside Business: Insurance agent/broker; Investment Related: Yes; Address of Outside Business: 1332 Teasley Ln, Suite 229, Denton TX 76205; Nature of Outside Business: Insurance; Position: Insurance Agent/Broker; Start Date:1/12/2023; Hours per month: 0-10; Hours per month during securities trading hours: 0-10; Description of Duties: offer insurance products to firm clients and receive customary fees as a result of insurance sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander James 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

January 12, 2023 - Present

KIPOS WEALTH

Office #1: 1332 Teasley Ln Suite 229, Denton, TX 76205

RIA

CRD#: 323987

Denton, TX

Past

June 11, 2018 - January 17, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FLOWER MOUND, TX

Past

June 11, 2018 - January 17, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FLOWER MOUND, TX

Past

June 2, 2017 - January 18, 2018

TD AMERITRADE, INC.

RIA

CRD#: 7870

HONOLULU, HI

Past

June 2, 2017 - January 18, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Honolulu, HI

Past

June 1, 2017 - January 18, 2018

TD AMERITRADE, INC.

CRD#: 7870

HONOLULU, HI

Past

December 2, 2016 - February 17, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HONOLULU, HI

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

Alaska
(2/20/2024)

IAR

Hawaii
(11/10/2023)

IAR

Texas
(1/12/2023)

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

IAR

Series 66

Date: 4/12/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/2/2016

General Securities Representative Examination

Current Firm

KIPOS WEALTH

KIPOS WEALTH | KIPOS WEALTH LLC

CRD#: 323987 / SEC#: 801-127174

RIA

Registered Investment Advisory firm - (11/9/2023 Terminated)

Alaska

Registered Investment Advisory firm - (12/5/2023 Approved)

Hawaii

Registered Investment Advisory firm - (10/12/2023 Approved)

Texas

Registered Investment Advisory firm - (10/12/2023 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1332 Teasley Ln Suite 229, Denton, TX 76205

Mailing Address

Phone number

(214) 799-0229

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	333
AUM (Assets Under Management)	$ 96,663,958

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Alexander J. Bischoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander James Bischoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

KIPOS WEALTH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 4/12/2017

SIE

Date: 10/1/2018

Series 7

Date: 12/2/2016

Current Firm

KIPOS WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KIPOS WEALTH

TRUST BUT VERIFY

Contact information

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