Kevin Fisher
Kevin Fisher is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Middleton, WI, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7601 University Ave Ste 202 Suite 201, Middleton, WI, 53562
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin owns KELF Properties LLC, a rental real estate business, and KRF Wealth Management as a support company. He also works as an independent insurance agent for dental, disability, health, fixed life insurance, and fixed annuity products, dedicating a few hours per week to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations12 states
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