CF
CF

Craig Fisch

21 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
236 clients
Average Client Portfolio
$546K average
Assets Under Management
$128.8M

Fee Structure

Minimum Investment:$50K

RPR Financial charges a percentage of your portfolio's value each year for investment management. The exact fee is negotiated with each client, but it can be up to 1.75%. Clients with smaller accounts may pay higher fees.

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Location

8575 W. 110th St., Suite 314, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Craig participates in the Johnson County Referral Group, a business owners referral group, since 2009. Craig is also a licensed insurance agent with Advisors Excel/Vanbridge, selling life, health, long-term care, and annuity products.

Employment History
Current Registrations
Rpr Financial
November 2021 - Present · 4 yrs 4 mos
Previous Registrations
Iht Wealth Management LLC
October 2017 - January 2022 · 4 yrs 3 mos
Personal Financial Group
January 2017 - October 2017 · 9 mos
Personal Financial Group
January 2013 - December 2016 · 3 yrs 11 mos
LPL Financial LLCBroker
December 2012 - December 2017 · 5 yrs
Waddell & Reed, INC.
October 2008 - December 2012 · 4 yrs 2 mos
Waddell & Reed, INC.Broker
September 2008 - December 2012 · 4 yrs 3 mos
First American National Securities, INC.Broker
December 1986 - September 1990 · 3 yrs 9 mos
State Registrations1 state
KS
Advisor

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.

Exams
No exam information available for this advisor.
Craig Fisch - Financial Advisor | TrueAdvisor