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Casey Kenneth Mcmillan

Investment adviser representative at Fischer Financial Services Inc
11 yearsExperience
1 stateRegistered in
$636.1MFirm assets
38 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Fischer Financial Services IncApr 2025 to now
  2. Commonwealth of PennsylvaniaJan 2025 to Apr 2025
  3. Highspire Borough Police DepartmentNov 2016 to Jan 2025
  4. Steelton Borough Police DepartmentJun 2015 to Nov 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (PA).

Fischer Financial Services Inc

$636.1MAssets managed
615Clients
4Advisers
38 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
8211732
Firm CRD
104616
Advisor's SEC record (opens in a new tab)
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