Brian Christopher Bisdorf

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2008 → 11/2019
  Edward Jones
  St Louis, MO
• 11/2019 → Present
  Commonwealth Financial Network
  Waltham, MA
• 04/2025 → Present
  Cedarwood Financial Partners
  Fort Worth, TX

Previous Registrations

• 2009-04-16 → 2019-11-05
  Edward Jones
  North Richland Hills, TX
  Ft Worth, TX
  Keller, TX
  St Louis, MO

Other Businesses

1. Fixed insurance sales; as of 08/15/2019; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Bisdorf Palmer, LLC; a Private Entity established to facilitate securities, advisory, and insurance business; as of 11/01/2019; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, Next Day Properties, LLC, an entity created for the purpose of buying and renovating real estate in Keller & Fort Worth, TX; as of 4/5/2023; 0% time spent during business hours; No conducted at branch; Investment related. 4. Consultant, Brazos Shadow Ridge, LLC; real estate development company; Located at 4001 Hamilton Circle, Arlington, TX 76013, as of 7/28/2023; 0% time spent during business hours; Not conducted at branch location; Not investment related. 5. Owner, Defender Capital, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/09/2024; 95% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-21

Other Names

• Brian Bisdorf