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Chris Brefeld

Fisher Investments

Plano, TX

Tampa, FL

CRD 6102493

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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
FL RA APPROVED 2025-06-05
TX RA APPROVED 2025-04-17
  • FL RA
    APPROVED
    Since 2025-06-05
  • TX RA
    APPROVED
    Since 2025-04-17

Branch Locations

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

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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
Bank Of Springfield Shiloh IL 06/2016 09/2018
Lpl Financial Llc Shiloh IL 06/2016 09/2018
Fisher Investments Tampa FL 10/2018 10/2021
Trajan Wealth, L.L.C. Scottsdale AZ 01/2023 01/2025
Fisher Investments Tampa FL 10/2021 01/2023
Fisher Investments Tampa FL 04/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-05
  • S66 Uniform Combined State Law Examination
    2012-10-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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