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MF

Michael J. Fischer

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CRD#: 1057145
MF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Joseph Fischer was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1982. Michael had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 26, 2016 - January 4, 2018

CAPITAL INSIGHT PARTNERS, LLC

RIA
CRD#: 147165
Phoenix, AZ
Past

May 12, 2009 - December 8, 2016

FOOTHILL SECURITIES, INC.

BD
CRD#: 1027
PHOENIX, AZ
Past

September 6, 2007 - May 14, 2009

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
PHOENIX, AZ
Past

March 11, 2005 - February 26, 2016

SEQUOIA FINANCIAL ADVISORS, INC.

RIA
CRD#: 133862
PHOENIX, AZ
Past

February 7, 1996 - May 14, 2009

FSC SECURITIES CORPORATION

BD
CRD#: 7461
PHOENIX, AZ
Past

December 12, 1986 - February 5, 1996

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

July 22, 1982 - December 2, 1986

JODY HUMBER C.F.P. LTD.

BD
CRD#: 10463

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAPITAL INSIGHT PARTNERS, LLC
CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165 / SEC#: 801-69421

RIA
Registered Investment Advisory firm - (7/14/2008 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/7/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CI
CAPITAL INSIGHT PARTNERS, LLC
CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165 / SEC#: 801-69421

RIA
Registered Investment Advisory firm - (7/14/2008 Approved)
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Contact information


Main Address
7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255
Mailing Address
Phone number
(480) 295-7070
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (14 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 - APPENDIX 1 - WRAP (3/14/2025)

Regulatory assets under management


Total Number of Accounts993
AUM (Assets Under Management)$ 829,630,377

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165

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