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Tyler Andrew Klaus

Fisher Investments

Plano, TX

Tampa, FL

CRD 6997074

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-06-08
TX RA APPROVED 2022-06-02
  • FL RA
    APPROVED
    Since 2022-06-08
  • TX RA
    APPROVED
    Since 2022-06-02

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Martin L King Jr Blvd Ste 600, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lowes Companies Lebanon OR 03/2014 08/2017
Oregon State University Corvallis OR 09/2015 12/2016
Farmers Insurance Eugene OR 08/2017 04/2022
Farmers Financial Solution Llc Eugene OR 07/2018 04/2022
Fisher Investments Tampa FL 04/2022 Present
  • 03/2014 → 08/2017
    Lowes Companies
    Lebanon, OR
  • 09/2015 → 12/2016
    Oregon State University
    Corvallis, OR
  • 08/2017 → 04/2022
    Farmers Insurance
    Eugene, OR
  • 07/2018 → 04/2022
    Farmers Financial Solution Llc
    Eugene, OR
  • 04/2022 → Present
    Fisher Investments
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-02
S63 Uniform Securities Agent State Law Examination 2018-10-24
  • S65 Uniform Investment Adviser Law Examination
    2022-06-02
  • S63 Uniform Securities Agent State Law Examination
    2018-10-24
Other Names
  • Tyler Klaus

View on SEC IAPD

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