ChrisRisher- Financial Advisor Louisville, KY

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About Chris Risher

The mission of Revolutionary Financial Group is to be a reliable, professional resource for all high-net-worth individuals at or near retirement. We strive to provide a source of knowledge pertaining to the financial matters that apply to your unique situation. We will provide advice based upon our many years of experience in the financial industry. We will serve our clients with the highest levels of integrity. We take the following four-step approach in developing our strategy for a more confident future. 1. Identify short- and long-term objectives We help you to identify and understand your objectives, the first step to developing a strategy for a more confident financial retirement. 2. Identify your options and how each will affect your situation Everyone's situation is different, so we want you to understand how each decision we make together can affect you and the strategy we're developing. We consider your risk profile to determine how much should be put into higher-risk investments and more conservative alternatives. We help you stay within your comfort level instead of chasing those short-term market returns. 3. Build the right financial strategy for you Personal preferences, cash flow needs, short- and long-term goals are just a few ways to invest your money. Today, there are more investment vehicles than ever before, including some more conservative alternatives. Together we can build a strategy to help you feel more confident about your financial future. 4. Schedule periodic reviews Periodic reviews enable you stay on course, address many changes that may occur and help ensure that goals are accomplished. We will keep you informed via periodic reviews.

See Disclosures

General Information

Firm Start Year

2019

No. of Employees

CRD#

4325125

Firm CRD#

282580

Name of Custodial Firm

Fidelity

States Licensed in

all 50 states

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

After several years owning and runing a mortgage company I decided it was time for a change. In January 2001 I started in the financial services industry, helping folks retire to and through retirement. In 23 years, a lot has happened, the 2001 dot com bust, 911, the financial crisis, the pandemic and more. Experience matters when choosing an advisor. One that has been through good times and bad. The market is going to be volatile, what's your plan when it does?

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, Retirement Planning, Financial Advice & Consulting, Portfolio Management, Financial Planning, Investment Advice & Management

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 63

Insurance and Annuity Licenses

Property, Casualty, Accident, Health, Life, Disability, Long Term Care

Firm Information

Firm's Number of Managed Clients

Assets Managed by Firm

84,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250K+

Compensation Methods

Based on Assets

Fee % Based on Assets

.50%-2%

Additional Details on Charges

Fee's are based on the amount of assets that are managed. General financial planning is included, this could include, income planning, tax efficient strategies, estate planning, strategic cash flow and etc.

Education

Bachelors in Business Adminstration - Marketing

McKendree University
05/01/1994 -05/01/1997

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892381/paladinregistry-Revolutionary-Financial-Group-detailed-disclosure.html

Disclaimer

Investment Advisory Products and Services made available through AE Wealth Management, LLC (AEWM) a registered Investment Adviser. 2507636- 7/24

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Paladin Research Report For:

Chris Risher

Revolutionary Financial Group