Erich Fischer (CRD# 6742154) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 5 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2650834
Convergence Investment Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Tranel Financial Group | Libertyville, Il, WI | Dec 2017 - Current | 6 |
| University Of Wisconsin- Whitewater | Whitewater, WI | Sep 2016 - Current | 7 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- IL
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Total Assets Under Management2,904MILLIONS
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Total Number of Accounts14,363ACCOUNTS
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Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
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