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Chen-han Wang

Fisher Retirement Solutions LLC

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About Chen-han Wang

Chen-han Wang is a registered investment advisor representative with Fisher Retirement Solutions LLC. Chen-han has over 10 years of experience in the financial industry and has held previous positions at various firms, including ADP Broker-Dealer, Inc., Highland Capital Funds Distributor, Inc., and Nexbank Securities Inc. Chen-han is licensed to provide investment advice in Texas.

Firm Information

Chen-han Wang is currently registered with Fisher Retirement Solutions LLC. Fisher Retirement Solutions LLC is an investment advisor based in Plano, TX. The firm primarily manages assets for pension and profit-sharing plans and state or municipal government entities. They have approximately $4.9 billion in regulatory assets under management.
Fisher Retirement Solutions LLC

6404 INTERNATIONAL PARKWAY

PLANO, TX 75093

$4.90B

Assets Under Management

82

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chen-han Wang’s Registration & Firm History

TX

07/05/2024 - Present

Fisher Retirement Solutions LLC (PLANO TX)

NJ

04/10/2018 - 11/07/2019

ADP BROKER-DEALER, INC. (ROSELAND NJ)

TX

03/31/2015 - 01/22/2018

HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)

TX

07/11/2014 - 06/08/2016

NEXBANK SECURITIES INC (DALLAS TX)

TX

05/28/2014 - 07/10/2014

HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)

TX

01/13/2011 - 05/14/2014

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

IA

Issued 02/10/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/29/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/21/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chen-han Wang.
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