Paul B Bischmann

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2023-07-12

Branch Locations

1 Cowboys Way, Frisco, TX 75034 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Kansas City	MO	09/2022	Present
Visionbank / Community National Bank	Overland Park	KS	01/2020	06/2022
Heartland Financial: Morrill & Janes Bank / Bank Of Blue Valley	Lenexa	KS	02/2016	01/2020
Unemployed	Lawrence	KS	06/2022	09/2022
'PRivate Bank At Bank Of America	Kansas City	MO	09/2022	Present

09/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kansas City, MO
01/2020 → 06/2022

Visionbank / Community National Bank

Overland Park, KS
02/2016 → 01/2020

Heartland Financial: Morrill & Janes Bank / Bank Of Blue Valley

Lenexa, KS
06/2022 → 09/2022

Unemployed

Lawrence, KS
09/2022 → Present

'PRivate Bank At Bank Of America

Kansas City, MO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-11

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