Rowdy Tex Hakes

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

• 12/2017 → 10/2018
  Fisher Investments
  Plano, TX
• 01/2016 → 08/2017
  The Milestone Group
  Dallas, TX
• 09/2017 → 11/2017
  Unemployed
  Wylie, TX
• 11/2018 → 06/2020
  Mitchellclark & Company
  Brenham, TX
• 06/2020 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2019-05-31 → 2020-07-07
  Fairbanks Financial Wealth Management
  Brenham, TX
• 2017-12-12 → 2018-11-27
  Fisher Investments
  Plano, TX
  Plano, TX

Other Businesses

Business Name: Rowdy's Soda Barn. Business is non-investment related. Address is 2663 Costa Mesa Drive Little Elm, TX 75068. Food and beverage industry. I am one of the owners of Rowdy's Soda Barn. Start date was 4/30/19. I devote 15-20 hrs a month to Rowdy's Soda Barn. I devote 0 hours to Rowdy's Soda Barn during normal business hours. I assist with product creation and distribution.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-26

Designations

• Certified Financial Planner