Brian Bischoff has been Managing Member and Chief Compliance Officer of Bischoff Wealth Management Group since September 2015, is a control person of the firm and directly owns 75% or more of it.
Bischoff Wealth Management Group, LLC is a Greenwood, IN firm with $222M under management, 378 clients and 2 advisers in one office, as of its February 2026 filing.
Brian Bischoff is Principal/Financial Advisor of Bischoff Wealth Management Group, based in Greenwood, IN. He started his career as a Financial Advisor with Merrill Lynch in downtown Indianapolis in 1994. In 2007, he started his own advisory firm, Bischoff Wealth Management, partnering with Wells Fargo.
Brian Bischoff’s longest registration is the current one, 11 years at Bischoff Wealth Management Group since 2015. Before joining Bischoff Wealth Management Group in 2015, Brian Bischoff was registered through Wells Fargo Advisors Financial Network, LLC and Merrill Lynch Pierce Fenner & Smith Inc.
- – present · 11 yearsGreenwood, IN · Adviser representative · Firm CRD 171652
- Wells Fargo Advisors Financial Network, LLC– · 8 yearsGreenwood, IN · Adviser representative · Firm CRD 11025
- Merrill Lynch Pierce Fenner & Smith Inc.– · 8 yearsIndianapolis, IN · Adviser representative · Firm CRD 7691
Professional designations
Listed by Bischoff Wealth Management Group
- CFP
Investment adviser representative registrations
Brian Bischoff is registered as an investment adviser representative in Indiana, since September 2015.
- IndianaSince 30 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 26 April 2007 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 26 April 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 January 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 January 1995 |
| Series 7 | General Securities Representative Examination | 11 January 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Robert Bischoff
- CRD
- 2564187
- Firm
- Bischoff Wealth Management Group · CRD 171652
- Role
- Managing Member and Chief Compliance Officer
- Office
- 107 NORTH STATE ROAD 135, SUITE 207, Greenwood, IN 46142
- Registration
- Investment adviser registration
- In the industry since
- December 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bischoffwealth.com
Where does Brian Bischoff work?
Brian Bischoff has been Managing Member and Chief Compliance Officer of Bischoff Wealth Management Group, LLC since September 2015, and is a control person of the firm.
Is Brian Bischoff a financial advisor?
Yes. Brian Bischoff has a current investment-adviser registration in Indiana, through Bischoff Wealth Management Group since September 2015.
How many years of experience does Brian Bischoff have?
Brian Bischoff has 27 years in the financial industry, since December 1998, across 3 adviser firms.
What exams has Brian Bischoff passed?
Brian Bischoff has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 10 and Series 9. The earliest, the Series 7, was passed in January 1995. FINRA credited Brian Bischoff with the SIE, which began in October 2018.
Where did Brian Bischoff work before Bischoff Wealth Management Group?
Before Bischoff Wealth Management Group, Brian Bischoff was registered through Wells Fargo Advisors Financial Network, LLC, January 2007 to September 2015; Merrill Lynch Pierce Fenner & Smith Inc., December 1998 to January 2007.
Where is Brian Bischoff based?
Brian Bischoff’s registered office is in Greenwood, IN.
Is Brian Bischoff registered with FINRA?
No. Brian Bischoff has no current broker registration.
Is Brian Bischoff a CFP?
Bischoff Wealth Management Group lists Brian Bischoff with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
How can I verify Brian Bischoff’s record?
Search CRD 2564187 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Bischoff’s full registration record.