Vanessa Anne Houle

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

• 11/2015 → 08/2019
  Usaa Financial Planning Services
  Phoenix, AZ
• 11/2015 → 08/2019
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 01/2018 → 08/2019
  Usaa Investment Management Company
  San Antonio, TX
• 08/2019 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2018-01-08 → 2019-07-31
  Usaa Investment Services Company
  San Antonio, TX
• 2016-01-27 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ

Other Businesses

?Name of the other business: 2236 EAST ESCUDA LLC ?Investment-related? NO ?Address of the other business: 2236 E ESCUDA ROAD, PHOENIX, AZ 85024 ?Nature of the other business: SHORT TERM VACATION RENTAL ?Position, title, or relationship with the other business: CO-OWNER OF PROPERTY & BUSINESS ?Start date of your relationship: 08/01/19 ?Approximate number of hours/month you devote to the other business: ONE TO FIVE ?Number of hours you devote to the other business during securities trading hours: ZERO ?Duties relating to the other business: MAKE PAYMENTS FOR MAINTENANCE & UTILITIES

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-06-02

Designations

• Certified Financial Planner

Other Names

• Vanessa Anne Dahlquist