Kyle M. Fischer

GODSEY & GIBB WEALTH MANAGEMENT

GREENVILLE, SC 29601

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CRD#: 6601181

Professional summary

Kyle Michael Fischer, CFP® is a registered financial advisor currently at GODSEY & GIBB WEALTH MANAGEMENT located in Greenville, South Carolina.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kyle has worked at 5 firms and has passed the Series 66, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Michael Fischer'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

August 21, 2019 - Present

GODSEY & GIBB WEALTH MANAGEMENT

Office #1: 40 West Broad Street, Suite 350, Greenville, SC 29601

RIA

CRD#: 105650

GREENVILLE, SC

Past

January 3, 2018 - August 14, 2019

CORNERSTONE WEALTH

RIA

CRD#: 289971

Greenville, SC

Past

November 2, 2017 - May 4, 2018

MUTUAL SECURITIES, INC.

CRD#: 13092

Greenville, SC

Past

November 22, 2016 - December 31, 2017

CORNERSTONE WEALTH

RIA

CRD#: 157935

HUNTERSVILLE, NC

Past

July 6, 2016 - November 8, 2017

LPL FINANCIAL LLC

CRD#: 6413

GREENVILLE, SC

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".

GODSEY & GIBB WEALTH MANAGEMENT

GODSEY & GIBB ASSOCIATES | PLANNED AHEAD BY GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB INC

CRD#: 105650 / SEC#: 801-23685

RIA

Registered Investment Advisory firm - (3/5/1985 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

Georgia
(9/10/2019)

IAR

South Carolina
(8/21/2019)

IAR

Texas
(8/21/2019)

IAR

Virginia
(8/21/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/14/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/4/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/6/2016

General Securities Representative Examination

Current Firm

GODSEY & GIBB WEALTH MANAGEMENT

GODSEY & GIBB ASSOCIATES | PLANNED AHEAD BY GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB INC

CRD#: 105650 / SEC#: 801-23685

RIA

Registered Investment Advisory firm - (3/5/1985 Approved)

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Contact information

Main Address

6806 Paragon Pl, Ste 230, Richmond, VA 23230

Mailing Address

Phone number

(804) 285-7333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B - BROCHURE SUPPLEMENT (9/15/2025)

ADV PART II - A - BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	1,787
AUM (Assets Under Management)	$ 1,396,829,464

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/30/2025	Cover Page	Report
05/29/2024	Cover Page	Report
05/11/2023	Cover Page	Report

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.

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Advisor Monitoring

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Kyle M. Fischer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Michael Fischer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE WEALTH

MUTUAL SECURITIES, INC.

CORNERSTONE WEALTH

LPL FINANCIAL LLC

Primary Firm SEC Registration

GODSEY & GIBB WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/14/2016

SIE

Date: 5/4/2018

Series 7

Date: 7/6/2016

Current Firm

GODSEY & GIBB WEALTH MANAGEMENT

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GODSEY & GIBB WEALTH MANAGEMENT

TRUST BUT VERIFY

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