Bo James Fisher

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2019 → 07/2025
  The J.M. Smucker Co
  Orrville, OH
• 05/2008 → 07/2019
  United States Marine Corps
  Camp Lejeune, NC
• 07/2025 → Present
  Horning, Sarchione, & Innerst Llc Private Wealth Management
  Hartville, OH
• 07/2025 → Present
  Lpl Financial Llc
  Hartville, OH

Other Businesses

1- 07/2025 / HSI Private Wealth Management Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s) 2- 07/2025 / Horning, Sarchione & Innerst, Private Wealth Mgmt / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2025-11-24