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Kevin A Goyert

Fisher Investments

Plano, TX

Camass, WA

CRD 6140542

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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
TX RA APPROVED_RES 2023-07-12
WA RA APPROVED 2015-06-12
  • TX RA
    APPROVED_RES
    Since 2023-07-12
  • WA RA
    APPROVED
    Since 2015-06-12

Branch Locations

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

5525 Nw Fisher Creek Drive, Camass, WA 98607 • 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
Fisher Investments Camas WA 11/2012 Present
Other Businesses

Columbia Premier Soccer Club; Investment Related: No; 1500 NE 192nd Ave Vancouver, WA 98684; Columbia Premier Soccer Club is a 501(c)(3) with the mission to provide opportunities for youth to aspire to their highest level in soccer and in life through competition, teamwork, and personal achievement. The Board of Directors has responsibility for the affairs of the Corporation, including governance, policy, strategic direction, and financial oversight.; Position: Board of Directors - Board Member; 2 hours monthly outside of business hours; Columbia Premier Soccer Club marketing includes their Website, Facebook, Instagram, and YouTube account to let parents/players stay connected to the club.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-20
  • S65 Uniform Investment Adviser Law Examination
    2012-12-20

View on SEC IAPD

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