Marvin Fisher
Marvin Fisher is a registered investment advisor at Osaic Wealth, INC., based in Wichita, KS, with 42 years of industry experience. Marvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2230 N Ridge Road, Suite 2, Wichita, KS, 67205
Get directionsHistory
Regulatory History (7)
Judgment / Lien
December 2019Customer Dispute
October 2018Judgment / Lien
July 2016Judgment / Lien
October 2012Judgment / Lien
December 2006Judgment / Lien
October 2004Employment Separation After Allegations
May 1982Other Business ActivitiesSells Insurance
Marvin is a managing partner at Kansas Retirement Consultants, focusing on insurance sales and marketing, dedicating minimal time. He also provides corporate investment advisory services, spending about 10-20% of his time on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Southmark Financial Services, INC.Broker
Securities Management & Research, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.