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2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-01-03 |
| IL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Financial Partners | Lake Forest | IL | 09/2004 | Present |
| Isto Advisors, Llc | Lake Forest | IL | 09/2016 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-01 |
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