Richard Andrew Fischer

Employer firm

Sequent Planning, LLC CRD 160381

$589M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 10/2024 → Present
  Sequent Planning Llc
  Jackson, WI
• 12/2016 → 04/2025
  Ellsworth Adhesives
  Germantown, WI
• 07/2013 → 11/2016
  Trans International
  Menomonee Falls, WI

Other Businesses

1) MADCO REAL ESTATE HOLDINGS LLC - OWNER. 4/2023 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE COLLECTING RENT ON REAL ESTATE PROPERTY. SPEND 5 HRS/MONTH ON THIS ACTIVITY, NONE DURING NORMAL TRADING HOURS. 3371 QUAAS DRIVE, WEST BEND, WI 53095. 2) 363 MAIN STREET LLC - OWNER. 5/2023 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE COLLECTING RENT ON REAL ESTATE PROPERTY. SPEND 5 HRS/MONTH ON THIS ACTIVITY, NONE DURING NORMAL TRADING HOURS. 3371 QUAAS DRIVE, WEST BEND, WI 53095.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-30

Other Names

• Rick Fischer