Daniel Fisher

Employer firm

Fisher Financial Group, LLC CRD 154479

$41.1M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2008 → Present
  Fisher Financial Group, Llc
  Northbrook, IL

Previous Registrations

• 2006-07-05 → 2010-07-01
  Workman Securities Corporation
  Northbrook, IL
  Eden Prairie, MN
  Northbrook, IL
• 2005-10-24 → 2006-07-06
  Ipi Wealth Management, Inc.
  Northbrook, IL

Other Businesses

1. INDEPENDENT INSURANCE AGENT/707 SKOKIE BLVD. SUITE 600, NORTHBROOK, IL 60062/SALE OF ANNUITY, LIFE, HEALTH, AND ACCIDENT INSURANCE/HOURS VARY BASED ON SEASON ABOUT 120 HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-28
• S63 Uniform Securities Agent State Law Examination
  1991-10-09