Unclaimed Profile

Katie Jo Fischer

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC·INDIANAPOLIS, Indiana

Clean record11 years registeredMARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

3105 E 98TH STREET, INDIANAPOLIS, IN 46280CRD# 5708470Firm CRD# 122212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Katie Jo Fischer · INDIANAPOLIS, IN

Registration

CRD #5708470 · MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

Oct 2014 – present

Registrations & Exams

Registration record

First registered · October 21, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

CRD 122212 · SEC 801-62577

AUM

$572M

Regulatory assets under management

Employees

1,543 client accounts

Services offered by MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Katie Jo Fischer offer?

Katie Jo Fischer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Katie Jo Fischer's credentials?

Katie Jo Fischer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Katie Jo Fischer located?

Katie Jo Fischer is based in INDIANAPOLIS, Indiana, working with MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Katie Jo Fischer charge for services?

Katie Jo Fischer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC?

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC has approximately 11 employees and manages $572M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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