JF
ChFC
JF
ChFC

John Fischer

32 Years of Experience
Plymouth Meeting, PA
BrokerSells Insurance

John Fischer is a ChFC-designated registered investment advisor, based in Plymouth Meeting, PA, with 32 years of industry experience.

Location

620 W Germantown Pike, Ste 170, Plymouth Meeting, PA, 19462

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

John is a co-trustee of a family trust, owner of a coffee roastery (in start-up phase), and services group health & group life insurance sales. He also works as a financial professional for Wealthbridge Financial and sells life settlements, dedicating about a quarter of his time to Wealthbridge Financial.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
October 2020 - August 2023 · 2 yrs 10 mos
Securian Financial Services, INC.Broker
June 2020 - August 2023 · 3 yrs 2 mos
Northwestern Mutual Investment Services,llc
June 2008 - March 2020 · 11 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
January 1998 - January 2002 · 4 yrs
Northwestern Mutual Investment Services, LLCBroker
August 1995 - March 2020 · 24 yrs 7 mos
Northwestern Mutual Investment Services, INC.Broker
June 1993 - April 1995 · 1 yr 10 mos
Robert W. Baird & CO. IncorporatedBroker
June 1993 - January 1995 · 1 yr 7 mos
State Registrations12 states
CACODCDEFLGAMDMINJPASCVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.