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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Patrick Bishop is a financial advisor with over 30 years of experience in the industry. Todd has a wide range of experience, having worked for various firms, including Hanifen, Imhoff Inc., Kaiser and Company, and Geneos Wealth Management, Inc. Todd has a strong focus on providing financial planning and portfolio management for individuals and businesses. Todd is a registered representative with FINRA and the state of Wyoming, and he holds several industry certifications.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WY
09/26/2017 - Present
Kaiser Wealth Management (BURNS WY)
WY
08/15/1995 - 06/16/2015
KAISER AND COMPANY (CHEYENNE WY)
CO
02/12/1990 - 08/14/1995
HANIFEN, IMHOFF INC. (DENVER CO)
BC
Issued 01/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2020
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 06/07/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/19/2005
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 11/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1990
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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