Fischer Investment Strategies, LLC

Fischer Investment Strategies, LLC (CRD# 156883) is a financial advisory firm headquartered in Westlake Village, CA. They manage $73,837,994 in 486 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    486
    ACCOUNTS
  • Average Account Value
    $151,930
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Fischer Investment Strategies, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Tyler J. Benson
CRD#: 6407671
870 Hampshire Road, Suite U, Westlake Village, CA 91361
90
Wealthminder
score

Tyler Benson (CRD# 6407671) is an Investment Advisor Representative working at Fischer Investment Strategies, LLC in Westlake Village, CA and has over 3 years of experience in the finance industry.

2
Dean Julian
CRD#: 6898120
870 Hampshire Road, Suite U, Westlake Village, CA 91361
87
Wealthminder
score

Dean Julian (CRD# 6898120) is an Investment Advisor Representative working at Fischer Investment Strategies, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.

3
Nicole Ranucci
CRD#: 6816596
870 Hampshire Road, Suite U, Westlake Village, CA 91361
87
Wealthminder
score

Nicole Ranucci (CRD# 6816596) is an Investment Advisor Representative working at Fischer Investment Strategies, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.

4
Leonard Wollin
CRD#: 6387338
870 Hampshire Road, Suite U, Westlake Village, CA 91361
87
Wealthminder
score

Leonard Wollin (CRD# 6387338) is an Investment Advisor Representative working at Fischer Investment Strategies, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.

5
Theodore J. Fischer
CRD#: 2557085
870 Hampshire Road, Suite U, Westlake Village, CA 91361
71
Wealthminder
score

Theodore Fischer (CRD# 2557085) is an Investment Advisor Representative working at Fischer Investment Strategies, LLC in Westlake Village, CA and has over 23 years of experience in the finance industry. Theodore Fischer 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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