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Joshua Holanwo Freeman

Fisher Investments

Plano, TX

Camas, WA

CRD 6518247

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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 2023-08-18
OR RA APPROVED 2023-04-17
WA RA APPROVED 2022-01-24
  • TX RA
    APPROVED
    Since 2023-08-18
  • OR RA
    APPROVED
    Since 2023-04-17
  • WA RA
    APPROVED
    Since 2022-01-24

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
OrganizationCityStateFromTo
Prudential Insurance Company Of America Dubuque IA 12/2013 02/2019
Prudential Investment Management Services Llc Dubuque IA 06/2015 02/2019
Cuna Mutual Group Waverly IA 02/2019 10/2021
Cuna Brokerage Services, Inc. Waverly IA 05/2019 10/2021
Fisher Investments Camas WA 12/2021 Present
  • 12/2013 → 02/2019
    Prudential Insurance Company Of America
    Dubuque, IA
  • 06/2015 → 02/2019
    Prudential Investment Management Services Llc
    Dubuque, IA
  • 02/2019 → 10/2021
    Cuna Mutual Group
    Waverly, IA
  • 05/2019 → 10/2021
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 12/2021 → Present
    Fisher Investments
    Camas, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-24
S63 Uniform Securities Agent State Law Examination 2015-07-29
  • S65 Uniform Investment Adviser Law Examination
    2022-01-24
  • S63 Uniform Securities Agent State Law Examination
    2015-07-29

View on SEC IAPD

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