Spencer Curtis Christiansen

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

• 08/2012 → 08/2017
  Usaa Financial Advisors Inc
  Addison, TX
• 08/2012 → 08/2017
  Usaa Financial Planning Services
  Addison, TX
• 08/2017 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2012-09-25 → 2017-08-09
  Usaa Financial Planning Services
  Addison, TX
  Dallas, TX
  Addison, TX
• 2012-03-09 → 2012-08-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS
• 2007-07-17 → 2012-03-13
  Ameriprise Financial Services, Llc
  Leawood, KS

Exams

• S66 Uniform Combined State Law Examination
  2007-07-16

Designations

• Certified Financial Planner

Other Names

• Spencer Curtis Christiansen
• Spencer Curtis Christiansen