What we are not
What we are
We are not brokers or sales representatives that are compensated for selling a product. We are not
associated with, and receive no compensation from, any mutual fund family, brokerage firm or third
party.
associated with, and receive no compensation from, any mutual fund family, brokerage firm or third
party.
Why this matters
Because of our independence, we are unbiased in our selection of the best plan for you. Fisk
Financial Services believes in full, clear disclosure of all fees. We do not receive commissions,
finder's fees, 12b-1 fees, sub-transfer fees or revenue sharing. In most cases these fees can be
reimbursed to the company or its participants.
Financial Services believes in full, clear disclosure of all fees. We do not receive commissions,
finder's fees, 12b-1 fees, sub-transfer fees or revenue sharing. In most cases these fees can be
reimbursed to the company or its participants.
| Your defense against high cost 401(k) plans |
W. Nelson Fisk
Accredited
Investment
Fiduciary®
CERTIFIED
FINANCIAL
PLANNER™
Accredited
Investment
Fiduciary®
CERTIFIED
FINANCIAL
PLANNER™
| FISK FINANCIAL SERVICES |
Fisk Financial Services is an independent Registered Investment Advisor in the state of California.
W. Nelson Fisk is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®
with 15 years experience in the securities industry.
W. Nelson Fisk is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®
with 15 years experience in the securities industry.
"The Center for Fiduciary Studies owns the marks AIF® and AIFA®, which it awards to
individuals who successfully complete initial and ongoing accreditation requirements."
CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks
owned by Certified Financial Planner Board of Standards Inc.
individuals who successfully complete initial and ongoing accreditation requirements."
CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks
owned by Certified Financial Planner Board of Standards Inc.
- Unbiased Advice
- No Sales Representatives
- Any 401(k) plan and any mutual fund
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary®
F
Fisk Financial Services is a Registered Investment Advisor in the state of California
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