Ari Fischman, financial advisor Southfield MI
93 score

Ari Fischman

CRD Number: 4571478
Current Firm: Eagle Strategies LLC

Ari Fischman (CRD# 4571478) is an Investment Advisor Representative working at Eagle Strategies LLC in Southfield, MI and has over 14 years of experience in the finance industry. Ari Fischman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Greg Brown, financial advisor Southfield MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Score
105
Similar Advisors
James Carnaghi, financial advisor Southfield MI
James R. Carnaghi
CRD# 6431871
Spc
Score
99
Similar Advisors
Ryan Fedricks, financial advisor Southfield MI
Ryan L. Fedricks
CRD# 6177716
Plante Moran Financial Advisors
Score
103
Professional Designations
Company Name Location Dates Years
Integrated Insurance Solutions Southfield, MI Jul 2015 - Current 1
Eagle Strategies LLC Southfield, MI Aug 2013 - Current 3
Fischman Insurance Group Southfield, MI Apr 2012 - Current 4
Simplified Benefits Southfield, MI Jun 2010 - Current 6
Nylife Securities Inc. New York, NY Aug 2002 - Current 14
New York Life Insurance Co New York, NY May 2002 - Current 14
Simplified Insurance Agency LLC Southfield, MI Mar 2008 - Aug 2009 1
Advanced Corporate Solutions, Ltd Southfield, MI Dec 2006 - Feb 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Ari D. Fischman
Phone Number: (888) 695-3245
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Ari Fischman and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.