Erik Fischer
Investment adviser representative at Osaic Institutions, Inc.
13 yearsExperience
2 statesRegistered in
$6.5BFirm assets
19 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 Institutions, Inc.Jan 2026 to now
- AlerusNov 2025 to now
- UnemployedOct 2024 to Oct 2025
- Thrivent FinancialDec 2023 to Sep 2024
- Thrivent Investment Management IncDec 2023 to Sep 2024
- UnemployedJul 2023 to Nov 2023
- UBS Financial Services Inc.May 2019 to Jun 2023
- Full Time StudentMar 2019 to May 2019
- Fargo Park DistrictMay 2013 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MN, ND).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 7091833
- Firm CRD
- 35371