Steven Karl Gissiner

Current Employers

Employment History

• 08/2009 → Present
  Capital Research And Consulting Llc
  Pasadena, CA
• 01/2005 → Present
  Orchard Hills Consulting, Llc
  Ann Arbor, MI
• 05/2006 → 10/2019
  Fiduciary Partners Retirement Group, Inc.,
  Clearwater, FL
• 10/2019 → Present
  Bks Financial Investments, Llc Dba Bks Retirement Services
  Ann Arbor, MI

Previous Registrations

• 2019-10-14 → 2024-01-03
  Bks Retirement Services
  Tampa, FL
  Ann Arbor, MI
  Charlevoix, MI
  Oro Valley, AZ
• 2009-11-06 → 2019-10-18
  Fiduciary Partners Investment Consulting, Llc
  Ann Arbor, MI
  Clearwater, FL
  Ann Arbor, MI
  Ann Arbor, MI
  Clearwater, FL

Other Businesses

1) ORCHARD HILLS CONSULTING, LLC; PRINCIPAL; RETIREMENT PLAN CONSULTING;START DATE 01/2005; APPROX. 120 HRS/MO.; Responsibilities include consulting on retirement plan compliance and administrative issues for companies that are not clients of BKS or Capital Research. Additional consulting is provided on behalf of law firms and consulting organizations in regards to retirement plan litigation. Approximately 120 hours per month, including 100 during trading hours. 2) CAPITAL RESEARCH AND CONSULTING LLC; INVESTMENT ADVISOR REPRESENTATIVE; 08/2009; INVESTMENT RELATED; INVESTMENT ADVISORY FIRM; Approximately 50 HRS/MO; Responsibilities include providing retirement plan consulting support for companies that are not clients of BKS or Orchard Hills Consulting. Approximately 50 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-04