Craig Fishel
Investment adviser representative at Wealthcare Advisory Partners LLC
14 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 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
Experience
14 years in the industry.
- Wealthcare Advisory Partners LLCJul 2026 to now
- Wealthcare Advisory Partners LLC dba Wiser WealthcareJul 2026 to now
- Horace Mann Investors, Inc.Aug 2025 to Jun 2026
- Edward JonesJan 2024 to Jun 2025
- Consolidated PlanningMar 2023 to Jan 2024
- Park Avenue Securities LLCMar 2023 to Jan 2024
- Prudential Financial Planning ServicesMay 2020 to Mar 2023
- Pruco Securities, LLC.Apr 2020 to Feb 2023
- Edward JonesApr 2018 to Mar 2020
- Truliant Federal Credit UnionJan 2017 to Apr 2018
- Upstream Public RelationsJul 2012 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 6946220
- Firm CRD
- 171976