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Brian Robert Bischoff

Bischoff Wealth Management Group, LLC

Greenwood, IN

CRD 2564187

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Employer firm

Bischoff Wealth Management Group, LLC CRD 171652

$222M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Bischoff Wealth Management Group, Llc

107 North State Road 135 Suite 207, Greenwood, IN 46142 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2015-09-30
  • IN RA
    APPROVED
    Since 2015-09-30

Branch Locations

107 North State Road 135 Suite 207, Greenwood, IN 46142 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bischoff Wealth Management Group, Llc Greenwood IN 09/2015 Present
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-01-26
S63 Uniform Securities Agent State Law Examination 1995-01-20
  • S65 Uniform Investment Adviser Law Examination
    1995-01-26
  • S63 Uniform Securities Agent State Law Examination
    1995-01-20
Other Names
  • Brian R Bischoff

View on SEC IAPD

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