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