CF

Craig S. Fisch

RPR FINANCIAL
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 1538511
CF

Professional summary


Craig Scott Fisch, who also goes by Craig Fisch, Graig Scott Fisch, is a registered financial advisor currently at RPR FINANCIAL located in Overland Park, Kansas.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Craig has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Craig Fisch | Graig Scott Fisch

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.

CRS (Client Relationship Summary) - RIA


Click below to view Craig Scott Fisch's CRS (Customer Relationship Summary).
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®
None

Experience


Current

November 1, 2021 - Present

RPR FINANCIAL

Office #1: 8575 W. 110th St. Suite 314, Overland Park, KS 66210
RIA
CRD#: 316557
Overland Park, KS
Past

October 23, 2017 - January 25, 2022

IHT WEALTH MANAGEMENT LLC

RIA
CRD#: 171481
Overland Park, KS
Past

January 11, 2017 - October 26, 2017

PERSONAL FINANCIAL GROUP

RIA
CRD#: 116806
OVERLAND PARK, KS
Past

January 2, 2013 - December 31, 2016

PERSONAL FINANCIAL GROUP

RIA
CRD#: 116806
OVERLAND PARK, KS
Past

December 18, 2012 - December 6, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
OVERLAND PARK, KS
Past

October 30, 2008 - December 19, 2012

WADDELL & REED

RIA
CRD#: 866
OVERLAND PARK, KS
Past

September 17, 2008 - December 19, 2012

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

December 3, 1986 - September 26, 1990

PFS INVESTMENTS INC.

BD
CRD#: 10111

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".
RF
RPR FINANCIAL
RPR CPAS & ADVISORS | RPR FINANCIAL ADVISORS LLC | RPR FINANCIAL ADVISORS | RPR FINANCIAL

CRD#: 316557 / SEC#: 801-129861

RIA
Registered Investment Advisory firm - (4/15/2024 Approved)
Kansas
Registered Investment Advisory firm - (4/16/2024 Terminated)
Missouri
Registered Investment Advisory firm - (4/16/2024 Terminated)
Texas
Registered Investment Advisory firm - (4/16/2024 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Kansas
(11/1/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/29/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RF
RPR FINANCIAL
RPR CPAS & ADVISORS | RPR FINANCIAL ADVISORS LLC | RPR FINANCIAL ADVISORS | RPR FINANCIAL

CRD#: 316557 / SEC#: 801-129861

RIA
Registered Investment Advisory firm - (4/15/2024 Approved)
Kansas
Registered Investment Advisory firm - (4/16/2024 Terminated)
Missouri
Registered Investment Advisory firm - (4/16/2024 Terminated)
Texas
Registered Investment Advisory firm - (4/16/2024 Terminated)
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Contact information


Main Address
8575 W. 110th St. Suite 314, Overland Park, KS 66210
Mailing Address
Phone number
(913) 274-1452
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)


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

Regulatory assets under management


Total Number of Accounts635
AUM (Assets Under Management)$ 162,050,078

Red Flags


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

Company Information


RPR FINANCIAL

CRD#: 316557Overland Park, KS 66210

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