Erin Christina Wheeler

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

• 04/2020 → Present
  Fisher Investments
  Camas, WA
• 09/2011 → 04/2020
  Fisher Investments
  Camas, WA

Other Businesses

the name of the other business; R&E Construction and Remodeling LLC whether the business is investment-related; No the address of the other business; Washougal, WA the nature of the other business; Construction your position;Co-owner title, or relationship with the other business; Manager the start date of your relationship; 4/16/24 the approximate number of hours/month you devote to the other business; 8-10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; manager/responsible for paperwork

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-02

Other Names

• Erin Christina Kluka