Randall Alan Fisher
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
3 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Wealth, Inc.Jul 2026 to now
- Kestra Advisory Services LLCMay 2023 to Jul 2026
- Kestra Investment Services LLCMay 2023 to Jul 2026
- Cornerstone Wealth Management, LLCMar 2019 to May 2023
- LPL Financial, LLCAug 2017 to May 2023
- Independent Financial PartnersAug 2017 to Mar 2019
- United Capital Insurance, LLC.Jul 2014 to Jul 2017
- Sterne Agee Financial Services IncJan 2014 to Jul 2017
- United Capital Management of Ks, Inc - RiaJan 2014 to Jul 2017
- United Capital Management of Kansas, Inc.Apr 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (CO, KS, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3229906
- Firm CRD
- 23131