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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Perrysburg | OH | 06/2022 | 04/2023 |
| Michigan State University | East Lansing | MI | 08/2018 | 05/2022 |
| Jimmy Johns | Perrysburg | OH | 09/2017 | 08/2018 |
| Mcdonalds | Perrysburg | OH | 11/2016 | 09/2017 |
| Bankers Life | Okemos | MI | 05/2021 | 08/2021 |
| Northwestern Mutual | East Lansing | MI | 04/2021 | 05/2021 |
| Basil Pizza And Wine Bar | Perrysburg | OH | 06/2020 | 08/2020 |
| Journeys | Maumee | OH | 07/2019 | 06/2020 |
| Jimmy Johns | East Lansing | MI | 08/2018 | 05/2019 |
| Perrysburg High School | Perrysburg | OH | 08/2014 | 05/2018 |
| Deverna & Co. Financial | Perrysburg | OH | 05/2023 | 03/2025 |
| Ameritas Investment Company, Llc | Lincoln | NE | 05/2023 | 02/2026 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 03/2024 | 02/2026 |
| Fisher Investments | Plano | TX | 03/2026 | Present |
| Piazza Wealth Management | Perrysburg | OH | 03/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
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