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Benjamin Joel Fischer

Waterfront Wealth Inc.

Overland Park, KS

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Current Employers
Waterfront Wealth Inc.

6711 W 121St Street Suite 200, Overland Park, KS 66209 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-07-01
  • KS RA
    APPROVED
    Since 2024-07-01

Branch Locations

6711 W 121St Street Suite 200, Overland Park, KS 66209 • 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
Waterfront Wealth Inc. Overland Park KS 09/2023 Present
N/A Stilwell KS 09/2007 Present
Leading Edge Finanicial Planning Wichita KS 06/2023 08/2023
Copper State Credit Union Phoenix AZ 09/2022 05/2023
  • 09/2023 → Present
    Overland Park, KS
  • 09/2007 → Present
    N/A
    Stilwell, KS
  • 06/2023 → 08/2023
    Leading Edge Finanicial Planning
    Wichita, KS
  • 09/2022 → 05/2023
    Copper State Credit Union
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-29
  • S65 Uniform Investment Adviser Law Examination
    2024-06-29

View on SEC IAPD

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