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Kipos Wealth
SEC-regulated
Registered investment advisor
Kipos Wealth LLC, founded in 2023 by Alexander James Bischoff, operates as a financial advisor firm based in Denton, TX. Mr. Bischoff holds a Master's in Extension Studies in Finance from Harvard University and a Graduate Certificate in Real Estate Investment. With a background that includes roles at Merrill Lynch, Blockweather Holdings, and TD Ameritrade, he brings a wealth of experience to his current position as Owner and Chief Compliance Officer at Kipos Wealth LLC. As a licensed insurance agent/broker, Mr. Bischoff may offer insurance products, ensuring he acts as a fiduciary in the client's best interest to mitigate any potential conflicts of interest. He has passed the SIE, Series 66, and Series 7 exams, demonstrating his commitment to professional development. Clients can rest assured that there are no disciplinary events related to Mr. Bischoff. The firm's fee structure includes advisory fees without additional economic benefits for Mr. Bischoff. As the sole owner and Chief Compliance Officer, Mr. Bischoff adheres to the firm's Code of Ethics, providing clients with personalized and ethical financial advice.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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