BF
CFP · ChFC
BF
CFP · ChFC

Bart Fisher

5 Years of Experience
Dublin, OH
BrokerSells Insurance

Bart Fisher is a CFP, ChFC-designated registered investment advisor, based in Dublin, OH, with 5 years of industry experience.

Location

5650 Blazer Parkway, Suite 112, Dublin, OH, 43017

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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

Bart is an insurance agent with Symphony Partners Advisory LTD., LLC since February 2024, dedicating about 10-20% of his time to insurance sales. He is also a Registered Representative with Fortune Financial Services since March 2024, spending approximately 10% of his time on this role.

Employment History
Current Registrations
Fortune Financial Services, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Parallel Equity Advisors LTD.
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
March 2021 - February 2024 · 2 yrs 11 mos
State Registrations4 states
CAINOHPA
AdvisorBrokerBoth

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.
Bart Fisher - Financial Advisor | TrueAdvisor