KAISER WEALTH MANAGEMENT

KAISER WEALTH MANAGEMENT of CHEYENNE, WY is an SEC-registered investment adviser (CRD 111000). Regulatory assets under management: $38.9M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (6)

NameRoleLocation
Baxter Hiland GeorgeINVESTMENT ADVISOR; INVESTMENT ADVISOR REP; SECRETARY/TREASURERDallas, TX
Todd Patrick BishopPRESIDENT/CEO/CHIEF COMPLIANCE OFFICER
ZIMMERMAN GAIL DEANDIRECTOR; INVESTMENT ADVISOR REP
BISHOP TODD PATRICKPRESIDENT/CEO; PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER
RICHARDSON HAROLD BARRETTDIRECTOR; INVESTMENT ADVISOR REP; REGISTERED REP
LONER MELISSA RILYNNVP, COMPLIANCE/OPERATIONS; VP COMPLIANCE/OPERATIONS/CHIEF COMPLIANCE OFFICER

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