Brad Allen Van Alstyne

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 10/2018
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 01/2009 → 10/2018
  Usaa Financial Planning Services
  San Antonio, TX
• 03/2013 → 10/2018
  Usaa Investment Mangement Company
  San Antonio, TX
• 05/2017 → 12/2024
  V E Home Group
  Boerne, TX
• 01/2018 → 10/2018
  Usaa Investment Management Company
  San Antonio, TX
• 01/2026 → Present
  Fisher Investments
  Plano, TX
• 10/2024 → 01/2026
  Tandem Diabetes Care
  San Diego, CA
• 12/2023 → 10/2024
  Medtronic Diabetes
  San Antonio, TX

Previous Registrations

• 2018-01-08 → 2018-10-19
  Usaa Investment Services Company
  San Antonio, TX
• 2009-01-02 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  Boerne, TX
  San Antonio, TX
• 2006-03-27 → 2008-12-31
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2004-09-02 → 2006-03-27
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX
• 2002-09-17 → 2004-09-02
  Usaa Investment Services Company
  San Antonio, TX

Other Businesses

I am a licensed Real Estate Broker in Texas and operate as a sole proprietor I've conducted real estate business activity since 2017. This is a passive activity which is conducted from my home and in which I engage only for personal, family, and close relations. This is not investment related and no hours worked will be during Securities Trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-03
• S63 Uniform Securities Agent State Law Examination
  2000-10-26