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Kyle Michael Fischer

Godsey & Gibb Wealth Management

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About Kyle Michael Fischer

Kyle Michael Fischer is a financial advisor currently registered with Godsey & Gibb Wealth Management. Kyle has been a registered representative since 2016. Prior to joining Godsey & Gibb Wealth Management, Kyle was employed by Mutual Securities, Inc. and LPL Financial LLC. Kyle holds the Series 66, Series 7, and SIE licenses. Kyle is a Certified Financial Planner.

Firm Information

Kyle Fischer is currently registered with Godsey & Gibb Wealth Management. Godsey & Gibb Wealth Management is an investment advisor located in RICHMOND, VA, with approximately $1 billion - $10 billion in regulatory assets under management. The firm provides financial planning, educational seminars, portfolio management for businesses and individuals, and publication of periodicals. They primarily serve individuals other than high-net-worth, high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and banking or thrift institutions. The firm participates in a wrap fee program.
Godsey & Gibb Wealth Management

6806 PARAGON PL, STE 230

RICHMOND, VA 23230

$1.25B

Assets Under Management

Not reported

Total Clients

13

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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other

Financial planning fees, tax preparation fees

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Kyle Fischer’s Registration & Firm History

SC

08/21/2019 - Present

Godsey & Gibb Wealth Management (Greenville SC)

SC

11/02/2017 - 05/04/2018

MUTUAL SECURITIES, INC. (Greenville SC)

SC

07/06/2016 - 11/08/2017

LPL FINANCIAL LLC (GREENVILLE SC)

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Licenses & Designations

BOTH

Issued 10/14/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Michael Fischer.
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