Katie Fischer has been Chief Compliance Officer/Senior Financial Planner of Market Street Wealth Management Advisors since June 2018, is a control person of the firm and directly owns between 10% and 25% of it. Katie Fischer holds a B.S. in Financial Counseling and Planning from Purdue University.
Market Street Wealth Management Advisors, LLC is an Indianapolis, IN firm with $776M under management, 427 clients and 8 advisers across 8 offices, as of its May 2026 filing.
Katie Fischer is Partner, Senior Financial Planner and Chief Compliance Officer of Market Street Wealth Management. Fischer's specialties are female household CFOs, Eli Lilly employees or retirees, and single women. Fischer has worked in the industry since 2010.
- – present · 12 yearsAdviser representative · Firm CRD 122212
Investment adviser representative registrations
Katie Fischer is registered as an investment adviser representative in 2 states. The first approvals date from October 2014; the most recent is Texas, in January 2020.
- IndianaSince 21 October 2014
- TexasSince 2 January 2020
Examinations
No examinations are on Katie Fischer’s record.
- Full name
- Katie Jo Fischer
- CRD
- 5708470
- Firm
- Market Street Wealth Management Advisors · CRD 122212
- Role
- Chief Compliance Officer/Senior Financial Planner
- Registration
- Investment adviser registration
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mswma.com
Where does Katie Fischer work?
Katie Fischer has been Chief Compliance Officer/Senior Financial Planner of Market Street Wealth Management Advisors, LLC since June 2018, and is a control person of the firm.
Is Katie Fischer a financial advisor?
Yes. Katie Fischer has a current investment-adviser registration in Indiana and Texas, through Market Street Wealth Management Advisors since October 2014.
How many years of experience does Katie Fischer have?
Katie Fischer has 12 years in the financial industry, since October 2014, across 1 adviser firm.
Is Katie Fischer registered with FINRA?
No. Katie Fischer has no current broker registration.
How can I verify Katie Fischer’s record?
Search CRD 5708470 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katie Fischer’s full registration record.