Erich Fischer, financial advisor Palm Beach Gardens FL

Erich Fischer

CRD Number: 6742154
Current Firm: Money Concepts Advisory Service

Erich Fischer (CRD# 6742154) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.

Similar Advisors
Tracy Aaron, financial advisor Palm Beach Gardens FL
Tracy L. Aaron
CRD# 2465262
Gwn Securities Inc.
Similar Advisors
Ali Abbas, financial advisor Palm Beach Gardens FL
Ali Abbas
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Paul Abbott, financial advisor Palm Beach Gardens FL
Paul J. Abbott
CRD# 6070270
Prudential Financial Planning Services
Company Name Location Dates Years
The Tranel Financial Group Libertyville, Il, WI Dec 2017 - Current 3
University Of Wisconsin- Whitewater Whitewater, WI Sep 2016 - Current 5
Sand Bar And Island Grill Twin Lakes, WI May 2016 - Oct 2017 1
The Tranel Financial Group Libertyville, IL Jun 2017 - Aug 2017 < 1
University Of Wisconsin- La Crosse La Crosse, WI Sep 2014 - May 2016 1
University Of Wisconsin - La Crosse, Recreational Sports Dept La Crosse, WI Sep 2014 - May 2016 1
Tuscan Tavern And Grill Lake Geneva, WI Dec 2013 - Aug 2015 1
Badger High School Lake Geneva, WI Sep 2010 - May 2014 3
Rosatis Pizza Of Antioch Antioch, IL Apr 2012 - Dec 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Erich N. Fischer
Phone Number: 561-472-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.