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Kurt Erik Odegard

Fisher Investments

Camas, WA

Plano, TX

CRD 4854644

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-11-12
TX RA APPROVED 2024-04-01
WA RA APPROVED 2024-04-01
  • OR RA
    APPROVED
    Since 2024-11-12
  • TX RA
    APPROVED
    Since 2024-04-01
  • WA RA
    APPROVED
    Since 2024-04-01

Branch Locations

5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Convergent Wealth Advisors, Llc Rockville MD 05/2007 04/2017
Fisher Investments Camas WA 02/2024 Present
Pathstone Englewood NJ 04/2017 11/2017
Unemployed Portland OR 12/2017 02/2024
  • 05/2007 → 04/2017
    Convergent Wealth Advisors, Llc
    Rockville, MD
  • 02/2024 → Present
    Fisher Investments
    Camas, WA
  • 04/2017 → 11/2017
    Pathstone
    Englewood, NJ
  • 12/2017 → 02/2024
    Unemployed
    Portland, OR
Previous Registrations
  • 2007-05-17 → 2016-10-31
    Convergent Wealth Advisors, Llc
    Portland, OR
    Portland, OR
    Portland, OR
  • 2004-10-28 → 2007-07-09
    Windermere Investment Associates, Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-01
  • S65 Uniform Investment Adviser Law Examination
    2024-04-01

View on SEC IAPD

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