Josie Kathryn Fischer

Employer firm

Virtus Financial Group CRD 317832

$119M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2022-09-06

Other Names

• Josie Kathryn Metzger
• Josie Kathryn Fischer