Advisor at Bischoff Wealth Management Group, LLC
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Firm
Bischoff Wealth Management Group, LLC
Location
Greenwood, IN 46142
Credentials
Series 63, Series 65
Industry experience
22 years
Jonathan Benham is a financial advisor at Bischoff Wealth Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ben Franklin Wealth and Mass Mutual. Bischoff Wealth Management Group provides holistic wealth management services, including financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $196 million in discretionary assets and employs a portfolio construction process based on client risk tolerance, time horizon, and liquidity needs, incorporating mutual funds, ETFs, and individual securities.
Based on Bischoff Wealth Management Group, LLC
Based on Bischoff Wealth Management Group, LLC
Fixed fees available in limited circumstances
$0+: 0.20% +: up to 1.50%
Certain supervised persons offer insurance products on a commission basis separately
Fee-only: Fixed fees available in limited circumstances
107 North State Road 135, Suite 207
Greenwood, IN 46142
Indiana
Bischoff Wealth Management Group, LLC
2019 - Present (7 years)
Ben Franklin Wealth
2017 - 2019 (2 years)
Mass Mutual
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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