John Getz 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

• 08/1995 → 02/2020
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 01/2016 → 02/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2020 → 08/2023
  Minnesota Life Insurance Company
  St Paul, MN
• 06/2020 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 06/2020 → Present
  Delaware Valley Advisors, Llc
  Huntingdon Valley, PA
• 02/2020 → Present
  John G Fischer Business And Personal Insurance Solutions
  Philadelphia, PA
• 02/2020 → Present
  Cowboy Coffee Roastery
  Philadelphia, PA
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Plymouth Meeting, PA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-10-09 → 2023-08-10
  Securian Financial Services, Inc.
  Plymouth Meeting, PA
  St. Paul, MN
• 2008-06-19 → 2020-03-02
  Northwestern Mutual Investment Services, Llc
  Philadelphia, PA
  Philadelphia, PA

Other Businesses

1. CAROLYN FISCHER FAMILY TRUST POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2008 ADDRESS: PO Box 166, Beaver Springs PA 17812, United States DESCRIPTION: Co-trustee of a family trust/brokerage account/a disinterested registered rep is advisor on the account with Northwestern Mutual. 2. COWBOY COFFEE ROASTERY POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 4 Longford St, Philadelphia PA 19136, United States DESCRIPTION: Submitted application to City to permit roasting from home. The enterprise is in start-up phase, as is not yet zoned or permitted, roasting for family and friends only at this time. If permitting succeeds, it will be run as a single member LLC. No outside investors. Currently running it as sole proprietor during start-up phase. This activity can be done 2 hours per week outside of trading hours, primarily on weekends. 3. JOHN G FISCHER CLU CHFC CASL POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1996 ADDRESS: 620 W Germantown Pike Ste 170, Plymouth Meeting PA 19462, United States DESCRIPTION: Servicing group health & group life insurance sales commissions and renewals through separate brokerage channels; 4. NAME OF OTHER BUSINESS: WEALTHBRIDGE FINANCIAL , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE SETTLEMENT; START DATE: 10/2023; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC OR ASHAR GROUP; 6. NAME OF OTHER BUSINESS: COCORO ENTERPRISES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 02/2020; POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE, TO SUPPORT FINANCIAL ADVISOR ACCOUNTING AND PAYROLL;

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-04-30

Designations

• Chartered Financial Consultant