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Randall Alan Fisher

Advisor at OSAIC — Ulysses, KS

Updated today

Credentials

Series 63, Series 65

Experience

23 years

Location

Ulysses, KS 67880

OSAIC logo

OSAIC

Institution

Total advisors

7,833

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Randall Fisher is a financial advisor with Osaic Wealth Inc, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at several firms including Kestra Advisory Services LLC, Cornerstone Wealth Management LLC, and LPL Financial, among others. Outside of his advisory work, he is president and camp director of the Journey to the Cross Rodeo Bible Camp, a Christian organization. Osaic Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, using various asset allocation and portfolio management tools and supports multiple advisory platforms and third-party solutions.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

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Ulysses, KS

201 E Oklahoma Ave

Ulysses KS 67880

Advisors at this office

1

Most active in

Colorado · Kansas · Texas

Work history

23 years of industry experience

Osaic Wealth Inc

2026 - Present • 1 year

Ulysses, KS

Kestra Advisory Services LLC

2023 - 2026 • 3 years

Garden City, KS

Kestra Investment Services LLC

2023 - 2026 • 3 years

Garden City, KS

Cornerstone Wealth Management, LLC

2019 - 2023 • 4 years

Garden City, KS

LPL Financial, llc

2017 - 2023 • 6 years

Garden City, KS

Independent Financial Partners

2017 - 2019 • 2 years

Garden City, KS

United Capital Insurance, Llc.

2014 - 2017 • 3 years

Garden City, KS

Sterne Agee Financial Services Inc

2014 - 2017 • 3 years

Garden City, KS

United Capital Management Of Ks, Inc Ria

2014 - 2017 • 3 years

Garden City, KS

United Capital Management Of Kansas, Inc.

2013 - 2017 • 4 years

Garden City, KS

Wells Fargo Clearing

2008 - 2009 • 1 year

Garden City, KS

A. G. Edwards & Sons, Inc.

2006 - 2008 • 2 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Lloyd H

CFP®, Series 63, Series 66

Ulysses, KS

Edward Jones

Lloyd Hickok is a CFP® professional with 31 years of experience, currently serving as a financial advisor at Edward Jones since 1997. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in agriculture and energy-related business activities, including ownership of a farm operation and interests in energy royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Marcia S

Series 63, Series 66

Ulysses, KS

Cetera

Marcia Swann is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and four years of industry experience. Her prior experience includes roles at Lifepoint Health, Frontline Management LLC, Conestoga Energy Partners, and the Department of State. She serves as Vice President for the Kiwanis Club of Ulysses, KS, contributing to community service efforts. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors and serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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