Advisor at Maisch Financial Partners, LLC
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.
Firm
Maisch Financial Partners, LLC
Location
Mount Laurel, NJ 08054
Credentials
Series 65
Industry experience
1 year
Christian Maisch is a financial advisor at Maisch Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked in financial services since 2015, including roles at Synergixx, LLC and as Client Services Manager at The Maisch Financial Group LLC. Maisch Financial Partners primarily serves individual and select institutional clients, offering financial planning, consulting, wealth management, and discretionary investment management. The firm emphasizes diversified, long-term, fundamentals-based portfolios and uses independent investment managers alongside third-party custody and technology providers.
Based on Maisch Financial Partners, LLC
0.85% – 1.50% annually
Certain Supervised Persons offer insurance products under separate commission-based arrangements
100 Century Parkway, Suite 120
Mount Laurel, NJ 08054
New Jersey
Maisch Financial Partners, LLC
2024 - Present (2 years)
The Maisch Financial Group LLC
2017 - Present (9 years)
Synergixx, LLC
2015 - 2016 (1 year)
Full-Time Student
2011 - 2019 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Philadelphia, PA
Carey Investment Solutions LLC
Series 66
Bensalem, PA
Conroy Capital LLC
CFP®, Series 65
Philadelphia, PA
Pocket Project
Series 65
Philadelphia, PA
Global Portfolios, LLC
CFP®, CFA®, Series 65
Moorestown, NJ
Arrington Financial Advisors, LLC
CFP®, ChFC®
Haddonfield, NJ
Financial Compass LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")