Randall Fisher
Advisor at Kestra Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ulysses, KS 67880
Credentials
Series 63, Series 65
Industry experience
22 years
About
Randall Fisher is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Cornerstone Wealth Management, LPL Financial, and United Capital Insurance, among others. Outside of advisory work, he serves as President and Camp Director of the Journey to the Cross Rodeo Bible Camp, a Christian organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets, serving notable clients such as sovereign wealth funds.
Client services
Based on Kestra Advisory
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Kestra Advisory
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Annuities
Wealth management
Fee options
Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.
Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%
Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.
Financial planning and consulting services may be charged on an hourly basis when applicable.
Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.
Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).
Location
201 E Oklahoma Ave
Ulysses, KS 67880
Most active in
Randall F has reported serving >5 clients in these states in the last 12 months.
Kansas · Texas
Work history
Kestra Advisory Services LLC
2023 - Present (3 years)
Kestra Investment Services LLC
2023 - Present (3 years)
Cornerstone Wealth Management, LLC
2019 - 2023 (4 years)
Lpl Financial, Llc
2017 - 2023 (6 years)
Independent Financial Partners
2017 - 2019 (2 years)
United Capital Insurance, Llc.
2014 - 2017 (3 years)
Sterne Agee Financial Services Inc
2014 - 2017 (3 years)
United Capital Management Of Ks, Inc Ria
2014 - 2017 (3 years)
United Capital Management Of Kansas, Inc.
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Marcia S
Series 63, Series 66
Ulysses, KS
Cetera
Marcia Swann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Lifepoint Health and Frontline Management, LLC. She serves as Vice President for the Kiwanis Club of Ulysses, KS, contributing to community service. Cetera Investment Advisers supports a diverse client base through a large network of independent advisors, offering portfolio management, financial planning, retirement plan solutions, and access to third-party money managers. The firm combines retirement and fiduciary capabilities with a broad institutional platform.
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