Devory A. Fischer, AIF®

Devory A. Fischer, AIF®

Vice President

310 1st Street SW
PO Box 183
Willmar, MN 56201
(Located inside Heritage Bank)

 


Statement to my clients

Devory grew up the oldest of three girls on a dairy farm in North Central Minnesota. She credits much of her success to lessons learned both on the farm and working in Ag business. Devory operated dual offices in Southwestern Minnesota before settling in Willmar. She strives to fully understand client needs and goals in order to serve as a financial guide to most efficiently align client intentions with actions.


About Devory

Business Background

  • Legacy Financial, LLC (Nov. 2017-Present) Investment Advisor Representative
  • NYLife Securities, LLC (2016-2017) Investment Advisor Representative
  • Thrivent Investment Management Inc. (2014-2016) Investment Advisor Representative

Designations/Licenses

  • Series 7 & 66
  • Accident & Health, Life, Variable Life & Variable Annuities
  • Accredited Investment Fiduciary Designation

Education

  • University of Minnesota (St. Paul, MN) Agriculture Education
  • Ridgewater College (Willmar, MN) Agriculture Education

Disciplinary Information

  • Devory has no disciplinary information history to disclose.

Other Business Activities

  • Devory has no outside business activities to disclose.

General Client Conflict Resolution

Devory A. Fischer is subject to the following specific obligations when dealing with clients:

  • The duty to have a reasonable, independent basis for her investment and other financial advice;
  • The duty to ensure that all investment and financial advice is suitable to meeting the client’s individual objectives, needs, and circumstances; and,
  • A duty to be loyal to clients.

Additional Compensation

RDA Financial Network and Devory A. Fischer may establish relationships with unaffiliated registered
investment advisors that offer a variety of investment advisory programs and services that include asset management programs, separate account portfolio management programs, asset allocation programs, wrap fee programs, and financial planning services. If a client is referred to one of these unaffiliated registered investment advisors, RDA Financial Network and Mrs. Fischer may receive referral fees from the unaffiliated registered investment advisors. These arrangements will be described in these unaffiliated investment advisors’ brochures and referral fee disclosure statements.


Supervision

Devory A. Fischer is supervised by John W. Arthur, Registered Principal and President of RDA Financial Network, Inc.

John W. Arthur
2475 Coral Court, Suite A
Coralville, IA 52241
Phone: 888-300-4975
Fax: 319-626-3540
Email: jarthur@rdafn.com

Phone 320-214-5520
Fax 320-214-5580
Mobile Phone 507-828-2498