Ari David Fischman
Investment adviser representative at Focus Partners Wealth, LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$181.9BFirm assets
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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 feePerformance-basedOther
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
24 years in the industry.
- Sentinel Securities LLCJun 2026 to now
- Focus Partners Wealth, LLCMay 2026 to now
- Focus Financial PartnersJan 2026 to now
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street FinancialOct 2022 to now
- Kovitz Investment Group Partners, LLCMar 2024 to Jan 2026
- Telemus Capital, LLCNov 2020 to Mar 2024
- Mahoney Financial Organization, LLCJul 2017 to Oct 2020
- Integrated Insurance SolutionsJul 2015 to Mar 2018
- Eagle Strategies LLCAug 2013 to Oct 2020
- Fischman Insurance Group, LLCApr 2012 to Mar 2024
- Simplified BenefitsJun 2010 to Oct 2020
- Nylife Securities IncAug 2002 to Oct 2020
- New York Life Insurance CoMay 2002 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 4571478
- Firm CRD
- 159289