Craig Scott Fisch

Employer firm

Rpr Financial CRD 316557

$162M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 12/2012 → 12/2017
  Lpl Financial
  Overland Park, KS
• 12/2012 → 10/2017
  Personal Financial Group
  Overland Park, KS
• 10/2017 → 01/2022
  Iht Wealth Management
  Overland Park, KS
• 10/2021 → Present
  Rpr Financial
  Overland Park, KS

Previous Registrations

• 2017-10-23 → 2022-01-25
  Iht Wealth Management Llc
  Overland Park, KS
  Chicago, IL
• 2017-01-11 → 2017-10-26
  Personal Financial Group
  Overland Park, KS
• 2013-01-02 → 2016-12-31
  Personal Financial Group
  Overland Park, KS
• 2008-10-30 → 2012-12-19
  Waddell & Reed
  Shawnee, KS

Other Businesses

JOHNSON COUNTY REFERRAL GROUP BUSINESS OWNERS REFERAL GROUP SINCE 2009 NOT INVESTMENT RELATED ADVISORS EXCEL/VANBRIDGE LICENSED INSURANCE AGENT LIFE HEALTH LONG TERM CARE AND ANNUITIES.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-29
• S63 Uniform Securities Agent State Law Examination
  1987-02-18

Other Names

• Graig Scott Fisch
• Craig Fisch