Best Investors Account Sign in
Inactive

Christopher Arthur Fisher

Isto Advisors, LLC

Troy, MI

Lake Forest, IL

CRD 2536338

Claim This Profile
Employer firm

Isto Advisors, LLC CRD 284560

$1.06B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Isto Advisors, Llc

2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-01-03
IL RA APPROVED 2016-09-30
  • MI RA
    APPROVED
    Since 2020-01-03
  • IL RA
    APPROVED
    Since 2016-09-30

Branch Locations

2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States

580 N. Western Avenue, Lake Forest, IL 60045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Financial Partners Lake Forest IL 09/2004 Present
Isto Advisors, Llc Lake Forest IL 09/2016 Present
  • 09/2004 → Present
    Fisher Financial Partners
    Lake Forest, IL
  • 09/2016 → Present
    Lake Forest, IL
Previous Registrations
  • 2012-09-28 → 2016-10-28
    Lake Forest, IL
  • 2004-09-10 → 2012-10-26
    Northstar Financial Partners, Inc.
    Lake Forest, IL
    Lake Forest, IL
  • 2003-06-24 → 2004-09-10
    Ameriprise Advisor Services, Inc.
    Bannockburn, IL
  • 2003-03-10 → 2003-06-25
    Bannockburn, IL
  • 2003-06-24 → 2003-06-24
    Ameriprise Advisor Services, Inc.
    Bannockburn, IL
Other Businesses

1. ALLENDALE ASSOCIATION, NOT INVESTMENT RELATED, PO BOX 1088, LAKE VILLA, IL 60046, SCHOOL/HOME FOR TROUBLED YOUTH, BOARD OF TRUSTEES, 38353, 5 TO 10 HOURS A MONTH HOURS A MONTH, 0 DURING TRADING HOURS, SIT ON BOARD 2. INSURANCE REFERRALS, INVESTMENT RELATED, WINNETKA, IL 60093, INSURANCE, N/A, 38234, 5 TO 10 HOURS A MONTH, 5 TO 10 DURING TRADING HOURS, EVEN THOUGH I'M INSURANCE LICENSED I REFER OUR CLIENTS TO INSURANCE SPECIALIST AND RECEIVE 50% OF COMMISSION. 3. FISHER FINANCIAL PARTNERS WHICH WILL BE PROVIDING ADVISORY BUSINESS THROUGH REGAL ADVISORS, 580 N. WESTERN AVE, LAKE FOREST, IL; PRESIDENT; FIRST AFFILIATED IN 2012; WILL RECEIVE SALARY/WAGES OF APPROXIMATELY $700,000 GROSS PER YEAR. WILL DEVOTE APPROXIMATELY 200+ HOURS/YEAR TO THIS BUSINESS WHICH WILL BE ENTIRELY SEPARATE FROM MY REGAL ADVISORY BUSINESS. 4.COMPREHENSIVE PLANNING, INC SELLING LIFE INSURANCE AS A GENERAL AGENT. WILL TAKE UP APPROXIMATELY 5 -10% OF TRADING DAY. WILL BE COMPENSATED VIA COMMISSIONS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-10
S63 Uniform Securities Agent State Law Examination 1994-11-01
  • S65 Uniform Investment Adviser Law Examination
    2001-01-10
  • S63 Uniform Securities Agent State Law Examination
    1994-11-01
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Troy, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor