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William Frederick Fisher

THE ETF Store, Inc.

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About William Frederick Fisher

William Frederick Fisher is a registered investment advisor representative with The ETF Store, Inc. William Fisher has been in the industry since 2002 and has a Series 7 and Series 66 license. William Fisher is registered in California, Kansas and Texas. William Fisher has previously worked at Commerce Brokerage Services, Inc. and UBS Financial Services Inc.. In addition to his investment advisory services, William Fisher is also an insurance producer for ETF Store Financial Services LLC.

Firm Information

William Fisher is currently registered with THE ETF Store, Inc.. THE ETF Store, Inc. is an investment advisor registered with the SEC and located in OVERLAND PARK, KS. The firm manages approximately $159,405,069 in assets for clients that include individuals, high-net-worth individuals, corporations, pension plans, and other businesses. The firm's advisory services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
THE ETF Store, Inc.

7300 WEST 110TH STREET

OVERLAND PARK, KS 66210

$159.41M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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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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William Fisher’s Registration & Firm History

KS

12/09/2020 - Present

THE ETF Store, Inc. (OVERLAND PARK KS)

MO

08/19/2004 - 04/23/2013

COMMERCE BROKERAGE SERVICES, INC. (KANSAS CITY MO)

NJ

12/06/2002 - 09/10/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 12/23/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Frederick Fisher.
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