Brendon Tschoepe

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

• 06/2021 → 11/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2021 → 10/2022
  49 Financial
  Dallas, TX
• 09/2020 → 05/2021
  Texas A&M University Logistics
  College Station, TX
• 04/2019 → 05/2021
  St Thomas Aquinas Parish
  College Station, TX
• 05/2020 → 08/2020
  Northwestern Mutual
  College Station, TX
• 05/2019 → 08/2019
  Deer Creek Camp
  Medina, TX
• 06/2017 → 05/2021
  Texas A&M University
  College Station, TX
• 05/2018 → 08/2018
  Deer Creek Camp
  Medina, TX
• 04/2015 → 06/2017
  Natural Bridge Wildlife Ranch
  New Braunfels, TX
• 06/2015 → 06/2017
  Canyon High School
  New Braunfels, TX
• 04/2025 → Present
  Fisher Investments
  Plano, TX
• 11/2022 → 04/2025
  Wells Fargo
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-12
• S63 Uniform Securities Agent State Law Examination
  2021-01-21