Eric Schlosser

Advisor at Kisher Capital, LLC

Updated today

Location

Malta, IL

Credentials

CFP®

Industry experience

4 years

About

My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor.

My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind.

At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care.

In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am.

What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me.

Client services

Based on Kisher Capital, LLC

Financial planning Portfolio management

Expertise

ESG / Sustainable investing General retirement planning

Occupation focus

Based on Kisher Capital, LLC

Founder/Business Owner

Demographic focus

Gen X (Born 1965-1980) Intergenerational Families

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Fee options

Fixed

Comprehensive Financial Planning standard fee $1,500; Ongoing Financial Planning monthly flat fee $15 to $100, negotiable

Percentage

$0 - $100,000: 1.75% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $3,000,000: 1.25% $3,000,001+: 1.00%

Project-based

Project-Based Financial Planning standard rate $250/hour, negotiable

Subscriptions

Ongoing Financial Planning monthly flat fee ranging from $15 to $100, negotiable

Other

Fee-only: Comprehensive financial planning: standard fee $1,500; Project-Based Financial Planning: $250/hour, negotiable; Ongoing Financial Planning: monthly flat fee $15 to $100, negotiable

Location

Malta, IL

Most active in

California · Colorado · Illinois · Texas

Work history

Kisher Capital, LLC

2025 - Present (1 year)

Kisher Management & Consulting LLC

2024 - Present (2 years)

Harvest Investment Services, LLC

2022 - 2025 (3 years)

Envoy Advisory Inc.

2022 - 2025 (3 years)

Merrill Lynch

2020 - 2022 (2 years)

Excelsior College

2020 - 2020 (1 year)

Allied Universal

2019 - 2020 (1 year)

SOS Security

2019 - 2019 (1 year)

U.S. Security Associates

2018 - 2019 (1 year)

Jimmy John's

2016 - 2018 (2 years)

Homeschool Academy

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Cash flow / budgeting General tax planning
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Scott Newport is the sole advisor at Newport Investment Advisors, Inc. in Sycamore, Illinois, holding a Series 65 credential with 28 years of industry experience. He has led Newport Investment Advisors since 1996 and has provided farming business analysis services as CEO of Illinois Farm Business Farm Management since 1989. Newport Investment Advisors offers wealth and portfolio management services to individuals, corporations, non-profits, foundations, trusts, and qualified plans, managing approximately $25.2 million. The firm integrates tax and accounting services with investment advice, employing multiple analytical methods and primarily managing assets on a non-discretionary basis.

Active portfolio management General tax planning
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Josiah D

CFA®, Series 65

Malta, IL

Kisher Capital, LLC

Josiah De Ford is a CFA® charterholder and financial advisor at Kisher Capital, LLC with three years of industry experience. He has previously worked at Harvest Investment Services, LLC and Christian Retirement Ministries. Outside of his advisory role, Josiah has taught private music lessons since 2015. Kisher Capital provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses proprietary investment models that combine passive and active strategies with factor-based equity tilts and biblically responsible investing screens, operating through a wrap-fee program with a focus on fee-only fiduciary standards.

Factor investing / smart beta Private / alternative investments Cash flow / budgeting Founder/Business Owner Religious/faith focused
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James H

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Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans
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