Todd Bishop
Todd Bishop is a registered investment advisor at Geneos Wealth Management, INC., based in Burns, WY, with 36 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.
Fee Estimator
Location
Burns, WY
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2010Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Todd is the president/owner of Kaiser Wealth Management, an investment advisory business, and an independent representative with various insurance carriers for fixed insurance business. He also owns an agriculture ranch/livestock business, rental properties, and T&J Land and Investments LLC, a real estate owner.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Kaiser Wealth Management
Previous Registrations
Kaiser and CompanyBroker
Hanifen, Imhoff INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.