LF
Lawrence J. Fisher
WEALTHCARE ADVISORY PARTNERS LLC
Novi, MI 48375
Some features on this profile are disabled
CRD#: 1125320
LF
Professional summary
Lawrence John Fisher is a registered financial advisor currently at WEALTHCARE ADVISORY PARTNERS LLC located in Novi, Michigan and LPL FINANCIAL LLC located in Novi, Michigan.
Lawrence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Lawrence has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
(1) 08/03/2007: NO BUSINESS NAME - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 10% OF TIME SPENT - INDEPENDENT INSURANCE AGENT SELLING FIXED INSURANCE PRODUCTS
(2) 09/29/2009: FISHER RETIREMENT SERVICES, LLC - INV REL - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - 5% OF TIME SPENT
(3) 04/23/2015: THE RETIREMENT COACH, LLC - INV REL - HOME BASED - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 04/01/2015 - 2 HR/MO NONE DURING SECS TRDG HRS
(4) 9/13/2018 - Wealthcare Advisory Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/10/2018 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 09/10/2018. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
(5) 9/13/2018 - Wealthcare Advisory Partners - DBA: Wealthcare Livonia - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/10/2018 - 96 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Wealthcare Livonia, an independent investment advisor firm. I started this business activity in 09/10/2018. I expect to spend approximately 96 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
6. 06/14/2019 - Wealthcare Management Services - Investment Related: Yes - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start OBA Date: 06/13/2019 - 5 Hours Per Month/1 Hours During Securities Trading.
7. 06/24/2019 - Wealthcare Advisory Partners, LLC - Investment related - At reported business location(s) - IAR - Registered Investment Advisor DBA - start date:06/14/2019 - 5 hrs/mo - 1 hr during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence John Fisher's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 11, 2018 - Present
WEALTHCARE ADVISORY PARTNERS LLC
Office #1: 39555 Orchard Hill Place Suite 100, Novi, MI 48375RIA
CRD#: 171976
Novi, MI
Current
August 3, 2007 - Present
LPL FINANCIAL LLC
Office #1: 39555 Orchard Hill Pl, Ste 169, Novi, MI 48375RIA
BD
CRD#: 6413
Novi, MI
Past
April 16, 2010 - February 28, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
LIVONIA, MI
Past
December 16, 2003 - August 13, 2007
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
LIVONIA, MI
Past
November 6, 2000 - December 16, 2003
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
ANN ARBOR, MI
Past
April 4, 1997 - November 6, 2000
HAAS FINANCIAL PRODUCTS, INC.
BD
CRD#: 24181
SOUTHFIELD, MI
Past
March 3, 1997 - January 22, 1998
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Past
July 21, 1993 - March 7, 1997
HAAS FINANCIAL PRODUCTS, INC.
BD
CRD#: 24181
SOUTHFIELD, MI
Past
February 5, 1991 - May 18, 1993
NATCITY INSURANCE SERVICES, INC.
BD
CRD#: 16989
CLEVELAND, OH
Past
April 25, 1984 - January 24, 1990
GREGORY J. SCHWARTZ & CO., INC.
BD
CRD#: 7294
Past
September 13, 1983 - April 16, 1984
PENNSYLVANIA SECURITIES COMPANY
BD
CRD#: 7667
Past
June 9, 1983 - July 6, 1983
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
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".
WA
WEALTHCARE ADVISORY PARTNERS LLC
2020 FINANCIAL GROUP | WISER WEALTHCARE, INC. | WINDBROOK SOLUTIONS, LLC | WILBORN ADVISORS | WEALTHY PROFITS | WEALTHSCORZ FINANCIAL GROUP | WEALTHCARE RETIREMENT PARTNERS | WEALTHCARE PARTNERS OF TENNESSEE | WEALTHCARE PARTNERS OF SANTA BARBARA | WEALTHCARE PARTNERS | WEALTHCARE OF THE LEHIGH VALLEY | WEALTHCARE NY | WEALTHCARE MID-ATLANTIC | WEALTHCARE MANAGEMENT SERVICES | WEALTHCARE LIVONIA | WEALTHCARE CAPITAL MANAGEMENT | WEALTHCARE ADVISORY PARTNERS LLC | WEALTHCARE ADVISORY PARTNERS | WEALTHCARE ADVISORS, LLC | WEALTHCARE ADVISORS LLC | WEALTH MATTERS ADVISORS | WEALTH MATTERS | WATER STREET FINANCIAL | WATER STREET ADVISORY | VICTOR WEALTH MANAGEMENT | TP INVESTMENT ADVISORY SERVICES | TOMASH FINANCIAL | THE MILLERS FINANCIAL GROUP | THE FALKE GROUP WEALTH MANAGEMENT | TATTERSALL FINANCIAL SERVICES | SS&C WEALTH MANAGEMENT | SOMMERS FINANCIAL MANAGEMENT | SOLOFF WEALTH MANAGEMENT | SOLARIS FINANCIAL MANAGEMENT, LLC | SECURE PLANNING GROUP LLC | SECURE PLANNING GROUP | SAVOIRE FINANCIAL | SANCUS WEALTH MANAGEMENT, LLC | PRUDENT WEALTHCARE | PRIVATE WEALTH ADVISORS | PRINCETON WEALTH PLANNING | PRECISION BENEFITS & INSURANCE | PINE HARBOR WEALTH MANAGEMENT | PASCHANG & ASSOCIATES, LLC | PARAGON WEALTH SOLUTIONS | PALUCK CAPITAL MANAGEMENT | PALLADIUM WEALTH MANAGEMENT | OWENBY JONES WEALTH MANAGEMENT LLC | ONE TREE WEALTH MANAGEMENT | MINT STREET CAPITAL | MILLER-RICHARDS WEALTH MANAGEMENT, LLC | MILLER FINANCIAL GROUP | MGR FINANCIAL MANAGEMENT | MCGUIRE FINANCIAL SOLUTIONS | MARK MAHANEY | LUMINOUS WEALTH | LONGFORD WEALTH MANAGEMENT | LONG FINANCIAL GROUP, INC. | LAMACCHIO FINANCIAL GROUP | KNIFFEN PORTFOLIO MANAGEMENT | KK FINANCIAL SOLUTIONS | KEMPNER WEALTH MANAGEMENT | K&G FINANCIAL GROUP | JOPPA MILL ADVISORS LTD | JANET BARR CFS | JA JOHNSON GROUP | INTELLIGENT DIVERSIFIED FINANCIAL (I-D FINANCIAL) | INTEGRATIVE INVESTING | INSIGHT INVESTMENT ADVISORY | INNOVATIVE FINANCIAL SOLUTIONS, INC. | HÖLLJES FINANCIAL, LLC | HAVEN ADVISORY PARTNERS | GUNN FINANCIAL ASSOCIATES | GDI PRIVATE WEALTH ADVISORS | GAC PARTNERS, LLC | FOCALPOINT WEALTH MANAGEMENT | FINPOINT WEALTH MANAGEMENT | FINANCIAL WELLNESS & STRATEGIES | FELLOWS FINANCIAL GROUP | FELLOWS AND BLAKE FINANCIAL GROUP | FELLOWS ADVISORY | FELLOWS & BLAKE & HOFFMAN FINANCIAL, LLC | FELLOWS & BLAKE | FELLOWS | FEDERAL HILL WEALTH MANAGEMENT | EAGLE FINANCIAL | DENALI WEALTH MANAGEMENT | CREEKSIDE FINANCIAL GROUP, INC. | COVENANT INVESTMENTS | COUNSEL FIDUCIARY, LLC | CONNECTIVITY FINANCIAL PARTNERS, INC | COLLABORATIVE FINANCIAL SOLUTIONS | COGENTBLUE WEALTH ADVISORS, LLC | CODY FINANCIAL ADVISORS | COCCARELLI WEALTH MANAGEMENT | CLEAR PATH ADVISORS LLC | CKL CAPITAL | CARRERA FINANCIAL | CARDINAL WEALTH GROUP | CAPITAL WEALTH MANAGEMENT | BREDIN INVESTMENTS | BLUE ADVISORS | BLACKSHIRE WEALTH MANAGEMENT | BIRDS EYE WEALTH PLANNING | BEACON WEALTH MANAGEMENT, LLC | ASSURGENT WEALTH MANAGEMENT | ANDREW M. MEEHAN, INC. | ANDREW M. MEEHAN | ALONGSIDE ADVISORS | ALG FINANCIAL | ADK | WEALTHCARE PARTNERS | AB CLEMENCE & CO | 44 MANAGEMENT | 24 FINANCIAL
CRD#: 171976 / SEC#: 801-80067
RIA
Registered Investment Advisory firm - (7/14/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/19/2018)
RR
California(7/2/2025)
RR
Florida(8/3/2007)
RR
Georgia(6/7/2017)
RR
Maine(12/3/2007)
RR
Maryland(11/30/2023)
RR
Michigan(8/3/2007)
IAR
Michigan(9/11/2018)
RR
Ohio(8/24/2017)
RR
South Carolina(7/8/2020)
RR
Texas(11/30/2023)
RR
Virginia(4/6/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WA
WEALTHCARE ADVISORY PARTNERS LLC
2020 FINANCIAL GROUP | WISER WEALTHCARE, INC. | WINDBROOK SOLUTIONS, LLC | WILBORN ADVISORS | WEALTHY PROFITS | WEALTHSCORZ FINANCIAL GROUP | WEALTHCARE RETIREMENT PARTNERS | WEALTHCARE PARTNERS OF TENNESSEE | WEALTHCARE PARTNERS OF SANTA BARBARA | WEALTHCARE PARTNERS | WEALTHCARE OF THE LEHIGH VALLEY | WEALTHCARE NY | WEALTHCARE MID-ATLANTIC | WEALTHCARE MANAGEMENT SERVICES | WEALTHCARE LIVONIA | WEALTHCARE CAPITAL MANAGEMENT | WEALTHCARE ADVISORY PARTNERS LLC | WEALTHCARE ADVISORY PARTNERS | WEALTHCARE ADVISORS, LLC | WEALTHCARE ADVISORS LLC | WEALTH MATTERS ADVISORS | WEALTH MATTERS | WATER STREET FINANCIAL | WATER STREET ADVISORY | VICTOR WEALTH MANAGEMENT | TP INVESTMENT ADVISORY SERVICES | TOMASH FINANCIAL | THE MILLERS FINANCIAL GROUP | THE FALKE GROUP WEALTH MANAGEMENT | TATTERSALL FINANCIAL SERVICES | SS&C WEALTH MANAGEMENT | SOMMERS FINANCIAL MANAGEMENT | SOLOFF WEALTH MANAGEMENT | SOLARIS FINANCIAL MANAGEMENT, LLC | SECURE PLANNING GROUP LLC | SECURE PLANNING GROUP | SAVOIRE FINANCIAL | SANCUS WEALTH MANAGEMENT, LLC | PRUDENT WEALTHCARE | PRIVATE WEALTH ADVISORS | PRINCETON WEALTH PLANNING | PRECISION BENEFITS & INSURANCE | PINE HARBOR WEALTH MANAGEMENT | PASCHANG & ASSOCIATES, LLC | PARAGON WEALTH SOLUTIONS | PALUCK CAPITAL MANAGEMENT | PALLADIUM WEALTH MANAGEMENT | OWENBY JONES WEALTH MANAGEMENT LLC | ONE TREE WEALTH MANAGEMENT | MINT STREET CAPITAL | MILLER-RICHARDS WEALTH MANAGEMENT, LLC | MILLER FINANCIAL GROUP | MGR FINANCIAL MANAGEMENT | MCGUIRE FINANCIAL SOLUTIONS | MARK MAHANEY | LUMINOUS WEALTH | LONGFORD WEALTH MANAGEMENT | LONG FINANCIAL GROUP, INC. | LAMACCHIO FINANCIAL GROUP | KNIFFEN PORTFOLIO MANAGEMENT | KK FINANCIAL SOLUTIONS | KEMPNER WEALTH MANAGEMENT | K&G FINANCIAL GROUP | JOPPA MILL ADVISORS LTD | JANET BARR CFS | JA JOHNSON GROUP | INTELLIGENT DIVERSIFIED FINANCIAL (I-D FINANCIAL) | INTEGRATIVE INVESTING | INSIGHT INVESTMENT ADVISORY | INNOVATIVE FINANCIAL SOLUTIONS, INC. | HÖLLJES FINANCIAL, LLC | HAVEN ADVISORY PARTNERS | GUNN FINANCIAL ASSOCIATES | GDI PRIVATE WEALTH ADVISORS | GAC PARTNERS, LLC | FOCALPOINT WEALTH MANAGEMENT | FINPOINT WEALTH MANAGEMENT | FINANCIAL WELLNESS & STRATEGIES | FELLOWS FINANCIAL GROUP | FELLOWS AND BLAKE FINANCIAL GROUP | FELLOWS ADVISORY | FELLOWS & BLAKE & HOFFMAN FINANCIAL, LLC | FELLOWS & BLAKE | FELLOWS | FEDERAL HILL WEALTH MANAGEMENT | EAGLE FINANCIAL | DENALI WEALTH MANAGEMENT | CREEKSIDE FINANCIAL GROUP, INC. | COVENANT INVESTMENTS | COUNSEL FIDUCIARY, LLC | CONNECTIVITY FINANCIAL PARTNERS, INC | COLLABORATIVE FINANCIAL SOLUTIONS | COGENTBLUE WEALTH ADVISORS, LLC | CODY FINANCIAL ADVISORS | COCCARELLI WEALTH MANAGEMENT | CLEAR PATH ADVISORS LLC | CKL CAPITAL | CARRERA FINANCIAL | CARDINAL WEALTH GROUP | CAPITAL WEALTH MANAGEMENT | BREDIN INVESTMENTS | BLUE ADVISORS | BLACKSHIRE WEALTH MANAGEMENT | BIRDS EYE WEALTH PLANNING | BEACON WEALTH MANAGEMENT, LLC | ASSURGENT WEALTH MANAGEMENT | ANDREW M. MEEHAN, INC. | ANDREW M. MEEHAN | ALONGSIDE ADVISORS | ALG FINANCIAL | ADK | WEALTHCARE PARTNERS | AB CLEMENCE & CO | 44 MANAGEMENT | 24 FINANCIAL
CRD#: 171976 / SEC#: 801-80067
RIA
Registered Investment Advisory firm - (7/14/2014 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1065 Andrew Drive, West Chester, PA 19380
Mailing Address
Phone number
(804) 644-4711
Established
Firm type
Fiscal year end
# of Employees
219
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,986 |
| AUM (Assets Under Management) | $ 6,015,135,638 |
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.
