Charles Vreeland

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

• 07/2015 → 05/2020
  Diocese Of Tyler/St Pius Catholic Church
  Tyler, TX
• 05/2020 → 01/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2020 → 01/2024
  Northwestern Mutual Investment Services Llc
  San Marcos, TX
• 10/2023 → 08/2024
  Grape Creek Winery
  Fredericksburg, TX
• 01/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Fredericksburg, TX
• 01/2024 → Present
  J.P. Morgan Securities Llc
  Fredericksburg, TX
• 09/2024 → Present
  Ferris & Fletch Wine Company
  Fredericksburg, TX
• 02/2026 → Present
  Fisher Investments
  Plano, TX

Other Businesses

Rental Property; Investment Related: No; Address: Fredericksburg, TX 78624; Nature: Renting one property; Position: Landlord; Title: Owner; Start Date: 07/05/2026; Hours/month: Weekends; Duties: renting previous home.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-11
• S63 Uniform Securities Agent State Law Examination
  2021-07-26

Other Names

• Charles M Vreeland