Patrick Austin Shore

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

• 08/2021 → 05/2024
  Mutual Of Omaha Insurance Company
  La Crosse, WI
• 05/2017 → 08/2021
  Mittelstaedt Sports & Marine
  La Valle, WI
• 02/2024 → 05/2024
  Mutual Of Omaha Investment Services
  La Crosse, WI
• 05/2012 → 05/2017
  Unemployed
  Wonewoc, WI
• 05/2017 → 08/2021
  Full Time Education
  La Crosse, WI
• 06/2024 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2024-02-10 → 2024-05-15
  Mutual Of Omaha Investor Services, Inc.
  La Crosse, WI
  Waukesha, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-10

Other Names

• Austin Shore