Dylan Fisher
Investment adviser representative at Focus Partners Wealth, LLC
11 yearsExperience
2 statesRegistered in
$181.9BFirm assets
14 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 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
11 years in the industry.
- Focus Partners Wealth, LLCJul 2026 to now
- Evernest Financial AdvisorsApr 2025 to Jul 2026
- Mitchell, Vaught and Taylor, Inc.Apr 2022 to Apr 2025
- Slumdog VintageJun 2020 to Dec 2022
- WalmartMay 2020 to May 2021
- University of Illinois At ChicagoAug 2019 to Dec 2022
- D.S. SmithDec 2018 to Aug 2019
- Will County Umpire's AssociationApr 2018 to May 2021
- Minooka CreamerySep 2017 to Feb 2018
- Heritage Bluffs Golf ClubAug 2017 to Aug 2019
- Minooka Community High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, IN).
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
- 7772859
- Firm CRD
- 159289