DB
CFP
DB
CFP

Deborah Lynn Bishopp

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
3,268 clients
Average Client Portfolio
$181K average
Assets Under Management
$591.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Deborah is a managing member of Impact Wealth Advisory, PLLC, dedicating full-time hours to financial services, securities/advisory services, and insurance. She is also a managing member of Bishopp Insurance Services, LLC, and owns rental real estate properties, dedicating minimal time to these activities.

Employment History
Current Registrations
Gradient Wealth Management
May 2015 - Present · 10 yrs 9 mos
Gradient Securities, LLCBroker
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
First Allied Advisory Services, INC.
May 2012 - May 2015 · 3 yrs
First Allied Securities, INC.Broker
May 2012 - May 2015 · 3 yrs
Wrp Investments, INC.
September 2004 - May 2012 · 7 yrs 8 mos
Wrp Investments, INC.Broker
May 2003 - May 2012 · 9 yrs
Ffp Securities, INC.Broker
September 1994 - May 2003 · 8 yrs 8 mos
Waddell & Reed, INC.Broker
November 1988 - September 1994 · 5 yrs 10 mos
State Registrations5 states
AZCACOMIWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Deborah Lynn Bishopp - Financial Advisor | TrueAdvisor