Erik Fischer

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

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

Current Employers

Employment History

• 05/2019 → 06/2023
  Ubs Financial Services Inc.
  Fargo, ND
• 05/2013 → 03/2019
  Fargo Park District
  Fargo, ND
• 03/2019 → 05/2019
  Full Time Student
  Moorhead, MN
• 12/2023 → 09/2024
  Thrivent Investment Management Inc
  Minneapolis, MN
• 12/2023 → 09/2024
  Thrivent Financial
  Appleton, WI
• 07/2023 → 11/2023
  Unemployed
  Moorehead, MN
• 10/2024 → 10/2025
  Unemployed
  Moorhead, MN
• 11/2025 → Present
  Alerus
  Fargo, ND
• 01/2026 → Present
  Osaic Institutions, Inc
  Meriden, CT

Previous Registrations

• 2023-12-26 → 2024-09-17
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Moorhead, MN
• 2020-02-24 → 2023-06-08
  Ubs Financial Services Inc.
  Fargo, ND

Exams

• S66 Uniform Combined State Law Examination
  2020-02-20

Other Names

• Erik Fischer
• Erik W Fischer