Orval G. Fisher

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CRD#: 5715584

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.

Orval George Fisher, CFP® was a registered financial professional .

Orval is a previously registered financial professional and started their career in finance in 2009. Orval had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

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.

FISHER TAX PREPARATION LLC NOT INVESTMENT RELATED 22722 E. 28TH ST. CT. BLUE SPRINGS, MO 64015 PREPARATION OF INDIVIDUAL INCOME TAX RETURNS MANAGING MEMBER OF THE LLC SINCE 10/05/2007. HOURS VARY BASED ON THE MONTH. FEBRUARY, MARCH AND APRIL: 300 HOURS PER MONTH. OTHER MONTHS: AS NEEDED, 10 HOURS PER MONTH. PREPARE INCOME TAX RETURNS AND RUN ALL ASPECTS OF THE BUSINESS.

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®

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Past

December 14, 2009 - December 31, 2024

FISHER FINANCIAL SERVICES, LLC

RIA

CRD#: 151698

BLUE SPRINGS, MO

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

Current Firm

FISHER FINANCIAL SERVICES, LLC

FISHER FINANCIAL SERVICES LLC | ORVAL GEORGE FISHER | FISHER FINANCIAL SERVICES, LLC

CRD#: 151698 / SEC#:

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Contact information

Main Address

22722 E. 28th St. Ct., Blue Springs, MO 64015

Mailing Address

Phone number

(816) 224-8922

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 2,667,000

Red Flags

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