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Inactive

Josie Kathryn Fischer

Virtus Financial Group

Bloomington, IL

Olivette, MO

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Current Employers
Virtus Financial Group

9378 Olive Blvd Suite 102, Olivette, MO 63132 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-09-08
  • IL RA
    APPROVED
    Since 2022-09-08

Branch Locations

807 East Washington Street, Bloomington, IL 61701 • United States

9378 Olive Blvd Suite 102, Olivette, MO 63132 • 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
Virtus Wealth Management, Llc Olivette MO 09/2022 Present
Bloomington Country Club Bloomington IL 06/2021 07/2022
Luhr Bros, Inc. Columbia IL 05/2019 07/2020
Illinois State University Normal IL 08/2018 05/2022
Student Waterloo IL 08/2006 05/2018
  • 09/2022 → Present
    Virtus Wealth Management, Llc
    Olivette, MO
  • 06/2021 → 07/2022
    Bloomington Country Club
    Bloomington, IL
  • 05/2019 → 07/2020
    Luhr Bros, Inc.
    Columbia, IL
  • 08/2018 → 05/2022
    Illinois State University
    Normal, IL
  • 08/2006 → 05/2018
    Student
    Waterloo, IL
Other Businesses

Licensed insurance professional; non-investment-related; same address; less than 10% of time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-06
  • S65 Uniform Investment Adviser Law Examination
    2022-09-06
Other Names
  • Josie Kathryn Metzger
  • Josie Kathryn Fischer

View on SEC IAPD

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H David Osnowitz
JOHN C. MEINHOLD
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Susan Frances Elizarraras

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLOOMINGTON, IL
SAVANT WEALTH MANAGEMENT · Bloomington, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Bloomington, IL
SAVANT WEALTH MANAGEMENT · BLOOMINGTON, IL
LPL FINANCIAL LLC · BLOOMINGTON, IL
EDWARD JONES · BLOOMINGTON, IL
EDWARD JONES · Bloomington, IL
THRIVENT INVESTMENT MANAGEMENT INC. · BLOOMINGTON, IL

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