AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
ES

Eric Wimer Schlosser

KISHER CAPITAL
DEKALB, IL
·CRD# 7299597·6 years experience

Professional Summary

Eric Wimer Schlosser, who also goes by Eric Schlosser, is a registered financial advisor currently at KISHER CAPITAL, LLC located in Dekalb, Illinois. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Eric has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric Schlosser

Blog Corner

Similar Advisors

Lucas Michael Giordano
Lucas Michael Giordano

AMERIPRISE FINANCIAL SERVICES, LLC

Woodland, CA · CRD#
View profile
Douglas Glenn Neal
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Lucas Michael Giordano
Lucas Michael Giordano

AMERIPRISE FINANCIAL SERVICES, LLC

Woodland, CA · CRD#
BP
Brett Andrew Phillips

VOYA FINANCIAL ADVISORS, INC.

DALLAS, TX · CRD#
Douglas Glenn Neal
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Lucas Michael Giordano
Lucas Michael Giordano

AMERIPRISE FINANCIAL SERVICES, LLC

Woodland, CA · CRD#
BP
Brett Andrew Phillips

VOYA FINANCIAL ADVISORS, INC.

DALLAS, TX · CRD#
Douglas Glenn Neal
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Lucas Michael Giordano
Lucas Michael Giordano

AMERIPRISE FINANCIAL SERVICES, LLC

Woodland, CA · CRD#
BP
Brett Andrew Phillips

VOYA FINANCIAL ADVISORS, INC.

DALLAS, TX · CRD#
Douglas Glenn Neal
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#

Years of Experience

6 years in the financial services industry

Current & Past Employments

KISHER CAPITAL, LLC·CRD# 334680
RIA
303 E Hillcrest Dr Ste 6, Dekalb, IL 60115
June 17, 2025 - Present
HARVEST INVESTMENT SERVICES, LLC·CRD# 159390
RIA
Oakbrook Terrace, IL
April 7, 2022 - June 18, 2025
ENVOY ADVISORY INC.·CRD# 306559
RIA
Oakbrook Terrace, IL
April 7, 2022 - June 18, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Rolling Meadows, IL
June 21, 2021 - March 3, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Rolling Meadows, IL
May 6, 2021 - March 3, 2022

Similar Advisors

Lucas Michael Giordano
Lucas Michael Giordano

AMERIPRISE FINANCIAL SERVICES, LLC

Woodland, CA · CRD#
BP
Brett Andrew Phillips

VOYA FINANCIAL ADVISORS, INC.

DALLAS, TX · CRD#
Douglas Glenn Neal
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#

Current Firm

KC
KISHER CAPITAL, LLC

KISHER CAPITAL, LLC

CRD#: 334680
California
Registered Investment Advisory firm - California (3/9/2026 Approved)
Colorado
Registered Investment Advisory firm - Colorado (11/25/2025 Approved)
Illinois
Registered Investment Advisory firm - Illinois (6/17/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (7/9/2025 Conditional Restricted)

Contact Information

Main Address

303 E Hillcrest Dr Ste 6, Dekalb, IL 60115

Phone Number

(630) 233-9640

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

139

AUM (Assets Under Management)

$13,134,722

Similar Advisors

Lucas Michael Giordano
Lucas Michael Giordano

AMERIPRISE FINANCIAL SERVICES, LLC

Woodland, CA · CRD#
BP
Brett Andrew Phillips

VOYA FINANCIAL ADVISORS, INC.

DALLAS, TX · CRD#
Douglas Glenn Neal
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#

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.

- Name of other business: Kisher Management & Consulting LLC - Investment-related: No - Address: 234 N Eastern Ave, Bartlett, IL 60103 - Nature of the other business: Marketing Services - Position/title/duties: Co-Owner - Start date: 04/2024 - Approximate number of hours/month devoted to the other business: 30 - Number of hours devoted during securities trading hours: 0

Similar Advisors

Lucas Michael Giordano
Lucas Michael Giordano

AMERIPRISE FINANCIAL SERVICES, LLC

Woodland, CA · CRD#
BP
Brett Andrew Phillips

VOYA FINANCIAL ADVISORS, INC.

DALLAS, TX · CRD#
Douglas Glenn Neal
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#

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.
IAR
California
(3/9/2026)
IAR
Colorado
(11/25/2025)
IAR
Illinois
(6/17/2025)
IAR
Texas
(7/9/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2021About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed May 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2020About the SIE exam

Similar Advisors

Lucas Michael Giordano
Lucas Michael Giordano

AMERIPRISE FINANCIAL SERVICES, LLC

Woodland, CA · CRD#
BP
Brett Andrew Phillips

VOYA FINANCIAL ADVISORS, INC.

DALLAS, TX · CRD#
Douglas Glenn Neal
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Eric Wimer Schlosser's CRS (Customer Relationship Summary).

Similar Advisors

Lucas Michael Giordano
Lucas Michael Giordano

AMERIPRISE FINANCIAL SERVICES, LLC

Woodland, CA · CRD#
BP
Brett Andrew Phillips

VOYA FINANCIAL ADVISORS, INC.

DALLAS, TX · CRD#
Douglas Glenn Neal
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
ES
Follow Eric
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required