Kelsey Alexandra Yee

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

• 03/2016 → 07/2020
  Thrivent Investment Management Inc
  Lake Oswego, OR
• 05/2016 → 09/2016
  Thrivent Financial
  Appleton, WI
• 09/2016 → 07/2020
  Thrivent Financial
  Appleton, WI
• 07/2020 → 02/2022
  Thrivent Advisor Network, Llc D/B/A M25 Advisors
  Salem, OR
• 07/2020 → 02/2022
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 03/2022 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2020-07-29 → 2022-03-18
  Thrivent Advisor Network, Llc
  Minneapolis, MN
  Salem, OR
• 2016-07-07 → 2020-07-29
  Thrivent Investment Management Inc.
  Lake Oswego, OR
  Salem, OR

Exams

• S66 Uniform Combined State Law Examination
  2016-06-21