DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Brian Bisdorf
Cedarwood Financial Partners
201 American Concourse Suite 310
Fort Worth, TX 76106
682-224-4001
About Cedarwood Financial Partners
Cedarwood was launched with the goal of creating a firm that felt like family to both clients and partners. We trace our roots back to 1996, when our senior partner and founder began serving individual investors in central Texas. He learned that serving clients well is much more than just offering financial products.
See Disclosures
General Information
Firm Start Year
2009
No. of Employees
2-4
CRD#
5619385
Firm CRD#
8032
States Licensed in
TX, AZ, AR, GA, IN, MD, NE
Years of Experience in Financial Services
16
Number of Years with Current Firm
5
Work with the following types of clients
Individual Investors
Advisory Services Provided
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management
Services
Investment Types
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments
Can meet clients in the following ways
Email, Video Conference, Our Office, Phone
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CRPC®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Variable Life, Annuity, Life, Variable Annuity, Long Term Care
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Commissions
Disclosures
Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032
Additional Detailed Disclosures
https://content.commonwealth.com/media/Bisdorf_Brian_WiserAdvisor_Promoter_Disclosure.pdf
Disclaimer
Securities and advisory services offered through Commonwealth Financial Network®
Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Brian Bisdorf may discuss and/or transact business only with residents of states in which they are registered. You may review a list of Advisor's registrations and other information by visiting BrokerCheck.
If you are considering rolling over money from an employer-sponsored plan, you often have the following options: leave the money in the current employer-sponsored plan, move it into a new employer-sponsored plan, roll it over to an IRA, or cash out the account value. Leaving money in a plan may provide special benefits including access to lower-cost investment options; educational services; potential for penalty-free withdrawals; protection from creditors and legal judgments; and the ability to postpone required minimum distributions. If your plan account holds appreciated employer stock, there may be negative tax implications of transferring the stock to an IRA. Whether to roll over your plan account should be discussed with your financial advisor and your tax professional.