Brandon R. Bishop

Wealth Manager

Brandon is a Wealth Manager who strives to ensure the highest level of service for clients through investment management, income planning, and the implementation of potential tax minimization strategies. Brandon values strong relationships, attention to detail, and excellent customer service. While outside of the office, Brandon enjoys traveling to new places, cheering on his favorite sports teams, a round of golf, and spending time with his family.

Certifications, Licenses, and Registrations

  • Registered Representative with Triad Advisors, LLC
  • Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

  • Series 7, 66
  • Bachelors Degree - Business Economics (Minor in Finance); University of Wisconsin - Eau Claire