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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APP_PEND_IARCE | 2026-01-01 |
| NH | RA | APPROVED | 2024-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brendel & Fisher Financial Advisors | Hanover | NH | 06/2016 | 09/2017 |
| Proctor Academy | Andover | NH | 07/2014 | 03/2017 |
| Fisher Financial Advisors Llc | Hanover | NH | 09/2017 | Present |
| Cwm, Llc | Omaha | NE | 01/2024 | Present |
| Carson Wealth - Fisher Financial Advisors | Hanover | NH | 01/2024 | Present |
NAME OF BUSINESS: Upper Valley Snowsports Foundation NATURE: Foundation START: 10/01/2020 POSITION: Board Member APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Serve as a board member, including recruitment of sponsorships, being an ambassador. I also have an account open with our firm to receive gifts of stock. NAME OF BUSINESS: Ford Sayre Ski Foundation NATURE: Foundation START: 09/01/2025 POSITION: Assistant Coach APPX. HRS/MONTH: 100 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Coaching young athletes ages 10-12 in Alpine Ski racing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-12 |
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