Kristian
Fisher

Kachkovsky & Fisher, Inc

CRD#2827120
Investment Advisor
in Phoenix, AZ

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About this Advisor

Kristian Fisher is a financial advisor based in Phoenix, Arizona, working with Kachkovsky & Fisher, Inc. Kristian has previously held positions at Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Kachkovsky & Fisher, Inc, Kachkovsky & Fisher, and K & F Real Estate. Kristian has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arizona, California, Colorado, Michigan, and Texas. Currently, Kristian is part of Kachkovsky & Fisher, Inc, which operates out of Phoenix, Arizona. The firm has 2 offices and 6 employees. The firm manages assets totaling $211.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Kachkovsky & Fisher, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3610 N. 44Th St. Suite 220
Phoenix, AZ 85018

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Kachkovsky & Fisher, Inc Brokerage Details

Total Assets Under Management

$211,494,673

AZ Average: $7,578,581,321
Total Number of Employees

6

AZ Average: 43
Total Number of Accounts

1,084

AZ Average: 3,727
Average Account Size

$195,106

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Kristian Fisher Work History

2015 - Present (9 years)

Kachkovsky & Fisher

2006 - Present (18 years)

K & F Real Estate

2001 - Present (23 years)

Kachkovsky & Fisher, Inc

2009 - 2015 (6 years)

Raymond James Financial Services Advisors Inc

2001 - 2015 (14 years)

Raymond James Financial Services

Disclosures

Please visit the SEC profile of Kristian Fisher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kachkovsky & Fisher, Inc

Kristian Fisher
Phoenix, AZ
Garry Kachkovsky
Phoenix, AZ
Jaime Boyer
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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