Ryan Paul Fischer

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 10/2019
  1St Global Capital Corp.
  Phoenix, AZ
• 10/2016 → 10/2019
  1St Global Advisors, Inc.
  Phoenix, AZ
• 10/2016 → Present
  Price, Kong & Co., P.A.
  Phoenix, AZ
• 06/2016 → 10/2016
  Stonegate Capital
  Scottsdale, AZ
• 10/2016 → 09/2025
  Avantax Insurance Services, Inc.
  Phoenix, AZ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Phoenix, AZ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Phoenix, AZ
• 10/2016 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Phoenix, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Phoenix, AZ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Phoenix, AZ
• 2020-03-17 → 2022-12-31
  Pk Financial Strategies, Llc
  Phoenix, AZ
• 2016-11-04 → 2019-10-25
  1St Global Advisors Inc
  Phoenix, AZ
  Phoenix, AZ
• 2015-03-25 → 2016-06-07
  Usaa Financial Planning Services
  Phoenix, AZ
• 2012-11-19 → 2015-01-29
  Equitable Advisors, Llc
  Glendale, AZ
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

1) PK FINANCIAL STRATEGIES, LLC POSITION: FINANCIAL ADVISOR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 7 START DATE: 10/17/2016 ADDRESS: 5300 N Central Ave, STE 200, Phoenix AZ 85012, DESCRIPTION: Assist with providing fee based asset management and financial advice. 2) RPF CAPITAL, LLC POSITION: President NATURE: We provide health insurance to individuals and small groups through our partner, Marino Insurance and our affiliated health insurance providers. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2017 ADDRESS: 27319 N 54th Ave, Phoenix AZ 85083, DESCRIPTION: Provide clients guidance and options for acquiring the most suitable and affordable health insurance for their overall plan.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-19

Designations

• Certified Financial Planner

Other Names

• Ryan Fischer