Benjamin Paul Walunas

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-06-02
WA	RA	APPROVED	2015-05-28

TX RA
APPROVED_RES

Since 2023-06-02
WA RA
APPROVED

Since 2015-05-28

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, 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

Organization	City	State	From	To
Fisher Investments	Camas	WA	08/2008	Present

08/2008 → Present

Fisher Investments

Camas, WA

Other Businesses

the name of the other business; ASHLEY HEIGHTS HOA whether the business is investment-related; NO the address of the other business; VANCOUVER WA the nature of the other business; HOME OWNER ASSOCIATION your position; DIRECTOR the start date of your relationship; 03/01/2022 the approximate number of hours/month you devote to the other business; 1-5 the number of hours you devote to the other business during securities trading hours;0 and briefly describe your duties relating to the other business; ATTEND MONTHLY HOA MEETING TO PROVIDE GUIDANCE ON THE DIRECTION OF THE NEIGHBORHOOD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-05-28

S65 Uniform Investment Adviser Law Examination

2015-05-28

View on SEC IAPD