0001621465-24-000001.txt : 20240202
0001621465-24-000001.hdr.sgml : 20240202
20240202161553
ACCESSION NUMBER: 0001621465-24-000001
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: BISHOP,TODD,PATRICK,
FILED AS OF DATE: 20240125
DATE AS OF CHANGE: 20240202
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Kaiser Wealth Management
CENTRAL INDEX KEY: 0001621465
ORGANIZATION NAME:
IRS NUMBER: 830323333
STATE OF INCORPORATION: WY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-04280
FILM NUMBER: 24591623
BUSINESS ADDRESS:
STREET 1: 1620 PERSHING BLVD, STE 110
CITY: CHEYENNE
STATE: WY
ZIP: 82001
BUSINESS PHONE: 307-634-1547
MAIL ADDRESS:
STREET 1: 1620 PERSHING BLVD, STE 110
CITY: CHEYENNE
STATE: WY
ZIP: 82001
MA-I/A
1
primary_doc.xml
MA-I/A
0001621465
XXXXXXXX
Todd P. Bishop
307-634-1547
tbishop@kaiserinvest.com
jbishop@kaiserinvest.com
N
0001621465-22-000002
N
Todd
Patrick
Bishop
1984531
N
1
0001621465
Kaiser Wealth Management
08-15-1995
Y
10-28-2014
0001621465
LOCATED
SUPERVISED
08-15-1995
6101 YELLOWSTONE ROAD, STE 123
CHEYENNE
WY
82009
08-1989
Kaiser Wealth Management
Cheyenne
WY
82009
Y
Y
President/CEO/Chief of Compliance
Y
08-1995
Kaiser Wealth Management
6101 Yellowstone Road, Ste 123
Cheyenne
WY
82009
Y
Y
Advisory business
Owner
80
President/CEO of RIA business. Involved in every aspect of company.
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
01-25-2024
Todd P Bishop
President/CEO/Chief Compliance Officer