Alexander Bischoff
Advisor at Kipos Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Alexander Bischoff is a financial advisor at Kipos Wealth with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, TD Ameritrade, and American Savings Bank. Outside of his advisory role, he is also licensed as an insurance agent and offers insurance products to clients. Kipos Wealth provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm uses a multi-method analysis framework and employs both discretionary and non-discretionary strategies, including alternative investments and options trading, while maintaining an ERISA fiduciary posture for retirement consulting.
Client services
Based on Kipos Wealth
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Kipos Wealth
Retirement income strategy
Social Security optimization
Medicare planning
Options & derivatives strategies
Fee options
$0 - $250,000: 1.50% $250,000.01 - $500,000: 1.25% $500,000.01 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.90% $5,000,000.01 - $10,000,000: 0.80% $10,000,000.01 - $25,000,000: 0.70% $25,000,000.01 - $50,000,000: 0.40% $50,000,000.01 - $100,000,000: 0.30% $100,000,000.01+: 0.25%
Location
1332 Teasley Ln, Suite 229
Denton, TX 76205
Most active in
Alexander B has reported serving >5 clients in these states in the last 12 months.
Alaska · Hawaii · Texas
Work history
Kipos Wealth LLC
2023 - Present (3 years)
BANK of AMERICA, N.A.
2018 - 2023 (5 years)
Merrill
2018 - 2023 (5 years)
Blockweather Holdings
2018 - 2018 (1 year)
Td ameritrade
2017 - 2018 (1 year)
Merrill
2016 - 2017 (1 year)
American Savings Bank
2015 - 2016 (1 year)
Freelance Translation (Self-Employed)
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Christopher S
Verified by Warmer
CFP®, Series 66
Northlake, TX
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Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.
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