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FISCHER INVESTMENT STRATEGIES, LLC

WESTLAKE VILLAGE, CA · CRD 156883 · IAPD ↗ · fischerinvestmentstrategies.com · 805-418-7686

$251.9MRegulatory AUM
5Advisory reps
5Employees
1Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — FISCHER INVESTMENT STRATEGIES, LLC notice-filed in NY, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2026 — FISCHER INVESTMENT STRATEGIES, LLC reported RAUM up 26% ($200.4M -> $251.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
April 2025 — FISCHER INVESTMENT STRATEGIES, LLC changed its website from fisfp.com to fischerinvestmentstrategies.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2025 — FISCHER INVESTMENT STRATEGIES, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2024 — FISCHER INVESTMENT STRATEGIES, LLC notice-filed in LA, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — FISCHER INVESTMENT STRATEGIES, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.