Timothy Fisher, financial advisor Chester VT

Timothy Fisher

CRD Number: 2715837
Current Firm: Cwm, LLC

Timothy Fisher (CRD# 2715837) is an Investment Advisor Representative working at Cwm, LLC in Chester, VT and has over 27 years of experience in the finance industry. Timothy Fisher 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.

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Professional Designations
Company Name Location Dates Years
Carson Wealth - Fisher Financial Advisors Hanover, NH Jan 2024 - Current < 1
Cwm, LLC Omaha, NE Jan 2024 - Current < 1
Fisher Financial Advisors LLC Hanover, NH Sep 2017 - Current 6
Purshe Kaplan Sterling Investments, Inc. Hanover, NH Apr 2011 - Jan 2024 12
Brendel & Fisher Wealth Management, LLC Hanover, NH Apr 2011 - Sep 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Timothy F. Fisher
Phone Number: 402-330-0808
Registered State(s):
  • NH
  • VT
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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