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CF

Christopher A. Fisher

ISTO ADVISORS
Troy, MI 48084
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CRD#: 2536338
CF

Professional summary


Christopher Arthur Fisher is a registered financial advisor currently at ISTO ADVISORS, LLC located in Troy, Michigan.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Christopher has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 8 exams.

top-8-questions

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. ALLENDALE ASSOCIATION, NOT INVESTMENT RELATED, PO BOX 1088, LAKE VILLA, IL 60046, SCHOOL/HOME FOR TROUBLED YOUTH, BOARD OF TRUSTEES, 38353, 5 TO 10 HOURS A MONTH HOURS A MONTH, 0 DURING TRADING HOURS, SIT ON BOARD 3. INSURANCE REFERRALS, INVESTMENT RELATED, WINNETKA, IL 60093, INSURANCE, N/A, 38234, 5 TO 10 HOURS A MONTH, 5 TO 10 DURING TRADING HOURS, EVEN THOUGH I'M INSURANCE LICENSED I REFER OUR CLIENTS TO INSURANCE SPECIALIST AND RECEIVE 50% OF COMMISSION. 4. FISHER FINANCIAL PARTNERS WHICH WILL BE PROVIDING ADVISORY BUSINESS THROUGH REGAL ADVISORS, 580 N. WESTERN AVE, LAKE FOREST, IL; PRESIDENT; FIRST AFFILIATED IN 2012; WILL RECEIVE SALARY/WAGES OF APPROXIMATELY $700,000 GROSS PER YEAR. WILL DEVOTE APPROXIMATELY 200+ HOURS/YEAR TO THIS BUSINESS WHICH WILL BE ENTIRELY SEPARATE FROM MY REGAL ADVISORY BUSINESS. 5.COMPREHENSIVE PLANNING, INC SELLING LIFE INSURANCE AS A GENERAL AGENT. WILL TAKE UP APPROXIMATELY 5 -10% OF TRADING DAY. WILL BE COMPENSATED VIA COMMISSIONS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Arthur Fisher'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

September 30, 2016 - Present

ISTO ADVISORS, LLC

Office #1: 2150 Butterfield Drive Suite 220, Troy, MI 48084Office #2: 580 N. Western Avenue, Lake Forest, IL 60045
RIA
CRD#: 284560
Troy, MI
Past

September 28, 2012 - October 28, 2016

REGAL ADVISORY SERVICES, INC.

RIA
CRD#: 123842
LAKE FOREST, IL
Past

September 28, 2012 - October 28, 2016

REGAL SECURITIES, INC.

BD
CRD#: 7297
LAKE FOREST, IL
Past

September 10, 2004 - October 26, 2012

NORTHSTAR FINANCIAL PARTNERS, INC.

RIA
CRD#: 107708
LAKE FOREST, IL
Past

September 3, 2004 - October 26, 2012

NORTHSTAR FINANCIAL PARTNERS, INC.

BD
CRD#: 107708
LAKE FOREST, IL
Past

June 24, 2003 - September 10, 2004

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
BANNOCKBURN, IL
Past

June 24, 2003 - September 10, 2004

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

March 10, 2003 - June 25, 2003

CHOREO, LLC

RIA
CRD#: 111221
BANNOCKBURN, IL
Past

October 26, 1994 - June 24, 2003

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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".
IA
ISTO ADVISORS, LLC
BRIDGE TOWER, LLC | ISTO ADVISORS, LLC

CRD#: 284560 / SEC#: 801-108409

RIA
Registered Investment Advisory firm - (9/30/2016 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.

Highlighted states indicate IAR registrations

IAR
Illinois
(9/30/2016)
IAR
Michigan
(1/3/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/10/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/7/1996
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


IA
ISTO ADVISORS, LLC
BRIDGE TOWER, LLC | ISTO ADVISORS, LLC

CRD#: 284560 / SEC#: 801-108409

RIA
Registered Investment Advisory firm - (9/30/2016 Approved)
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Contact information


Main Address
2150 Butterfield Drive Suite 220, Troy, MI 48084
Mailing Address
Phone number
(248) 458-1100
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (11 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 2A - FIRM BROCHURE (3/14/2025)

Regulatory assets under management


Total Number of Accounts2,548
AUM (Assets Under Management)$ 871,638,436

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2024
Cover Page
04/28/2024
01/23/2023

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


ISTO ADVISORS, LLC

CRD#: 284560Troy, MI 48084

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Contact information


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