AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ES

Eric W. Schlosser

KISHER CAPITAL
MALTA, IL
Some features on this profile are disabled
CRD#: 7299597
ES

Professional summary

Eric Wimer Schlosser, who also goes by Eric Schlosser, is a registered financial advisor currently at KISHER CAPITAL, LLC located in Malta, 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eric Schlosser

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Wimer Schlosser's 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

June 17, 2025 - Present

KISHER CAPITAL, LLC

RIA
CRD#: 334680
MALTA, IL
Past

April 7, 2022 - June 18, 2025

HARVEST INVESTMENT SERVICES, LLC

RIA
CRD#: 159390
OAKBROOK TERRACE, IL
Past

April 7, 2022 - June 18, 2025

ENVOY ADVISORY INC.

RIA
CRD#: 306559
Oakbrook Terrace, IL
Past

June 21, 2021 - March 3, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ROLLING MEADOWS, IL
Past

May 6, 2021 - March 3, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ROLLING MEADOWS, IL

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
(6/17/2025)
IAR
Texas
(7/9/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/18/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/6/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/26/2020
Securities Industry Essentials Examination

Current Firm

KC
KISHER CAPITAL, LLC
KISHER CAPITAL, LLC

CRD#: 334680 / SEC#:

Illinois
Registered Investment Advisory firm - (6/17/2025 Approved)
Texas
Registered Investment Advisory firm - (7/9/2025 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Malta, IL
Mailing Address
1911 W Wilson St Pmb 1039, Batavia, IL 60510
Phone number
(630) 233-9640
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts64
AUM (Assets Under Management)$ 4,893,858

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

KISHER CAPITAL, LLC

CRD#: 334680Malta, IL

TRUST BUT VERIFY

Monitor Eric Schlosser

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.