Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Andrew Fischer is a registered investment advisor representative with Sequent Planning, LLC. Richard is registered with the state of Wisconsin, Illinois and California. Richard has been in the industry since October of 2024. Richard's specializations include portfolio management for individuals, financial planning, and pension consulting. Richard has also taken the Series 65 exam. Richard's experience also includes other business activities such as ownership of Madco Real Estate Holdings LLC and 363 Main Street LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
10/10/2024 - Present
Sequent Planning, LLC (JACKSON WI)
Active
Inactive
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