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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 | 2026-04-20 |
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 |
|---|---|---|---|---|
| Securian Financial Services, Inc. | Saint Paul | MN | 11/2021 | 07/2022 |
| Minnesota Life Insurance Company | Saint Paul | MN | 12/2021 | 07/2022 |
| Renaissance Financial | Overland Park | KS | 03/2022 | 08/2022 |
| Lifetime Fitness | Overland Park | KS | 10/2021 | 04/2022 |
| Unemployed | Shawnee | KS | 06/2021 | 10/2021 |
| Crunch Fitness/ Fitness Ventures Lawrence | Lawrence | KS | 12/2020 | 01/2021 |
| Unemployed | Lawrence | KS | 09/2020 | 11/2020 |
| Kansas Athletics | Lawrence | KS | 09/2019 | 08/2020 |
| Forefront Orthopedics | Shawnee | KS | 08/2017 | 08/2019 |
| Papa Johns | Shawnee | KS | 02/2017 | 08/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 01/2025 | 03/2026 |
| Tiaa | Frisco | TX | 01/2025 | 03/2026 |
| University Of Kansas | Lawrence | KS | 08/2017 | 05/2021 |
| City Of Olathe | Olathe | KS | 06/2019 | 08/2019 |
| Demarche | Shawnee | KS | 08/2022 | 12/2024 |
| Unemployed | Shawnee | KS | 09/2015 | 01/2017 |
| Demarche | Shawnee | KS | 08/2022 | 12/2024 |
| Papa Johns | Shawnee | KS | 01/2019 | 01/2019 |
| Fisher Investments | Plano | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-18 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-07 |
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