Wade D Checketts

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

• 11/2006 → 08/2018
  Fidelity Investments
  Westlake, TX
• 07/2018 → 08/2018
  Fidelity Personal And Workplace Advisors
  Orlando, FL
• 08/2018 → 08/2019
  Vineyard Financial
  Evansville, IN
• 08/2018 → 08/2019
  Usa Financial Securities
  Ada, MI
• 08/2019 → 01/2021
  Td Ameritrade
  Greenwood, IN
• 01/2019 → 08/2019
  United Parcel Service
  Plainfield, IN
• 04/2021 → Present
  Fisher Asset Management, Llc
  Plano, TX
• 01/2021 → 03/2021
  Unemployed
  Avon, IN

Previous Registrations

• 2019-08-28 → 2021-01-11
  Td Ameritrade, Inc.
  Greenwood, IN
  Indianapolis, IN
• 2019-08-28 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Greenwood, IN
• 2018-08-16 → 2019-08-19
  Usa Financial Securities Llc
  Ada, MI
  Evansville, IN
  Fishers, IN
• 2018-07-13 → 2018-08-16
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2007-12-14 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
  Salt Lake City, UT
  Palm Beach, FL
  Palm Beach Gardens, FL
  Clermont, FL
  Ft. Lauderdale, FL
  Clermont, FL
  Clermont, FL
  Clermont, FL

Exams

• S66 Uniform Combined State Law Examination
  2007-12-13
• S63 Uniform Securities Agent State Law Examination
  2003-09-11

Other Names

• Wade D Checketts
• Wade Checketts