Advisor at Kisher Capital, 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.
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.
Comprehensive Financial Planning standard fee $1,500; Ongoing Financial Planning monthly flat fee $15 to $100, negotiable
$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 Financial Planning standard rate $250/hour, negotiable
Ongoing Financial Planning monthly flat fee ranging from $15 to $100, negotiable
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
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, ChFC®, Series 66
Sycamore, IL
Edward Jones
Series 66
Sycamore, IL
Edward Jones
Series 66
Sycamore, IL
Edward Jones
Series 63, Series 66
Sycamore, IL
Edward Jones
Series 63, Series 66
Dekalb, IL
Edward Jones
Series 66
Cortland, IL
Fidelity
Michelle Todd is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with individuals and families to assess their financial situations and develop tailored financial plans. Michelle emphasizes regular reviews and adjustments to these plans to adapt to changes in clients' life circumstances or market conditions. Her experience at Fidelity Investments includes positions as Central Relationship Manager from 2023 to 2024 and Financial Representative from 2021 to 2023. Through these roles, she has developed expertise in client relationship management and financial planning. Outside of her professional responsibilities, Michelle has interests in pets, reading, traveling, and volunteering.
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