Blaine Matthew Rogers

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

• 05/2016 → 09/2018
  Barnes And Noble College
  Ewing, NJ
• 09/2008 → 09/2016
  Student
  Bordentown, NJ
• 09/2018 → 03/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2018 → 03/2020
  Northwestern Mutual Investment Services Llc
  Princeton, NJ
• 07/2019 → 03/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2021 → 05/2021
  Capital Analysts
  Fort Washington, PA
• 01/2021 → 05/2021
  Lincoln Investment
  Fort Washington, PA
• 03/2020 → 01/2021
  Unemployed
  Bordentown, NJ
• 06/2021 → 08/2025
  Charles Schwab & Co., Inc.
  Denver, CO
• 06/2021 → 08/2025
  Charles Schwab Bank, Ssb
  Denver, CO
• 10/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2021-06-28 → 2025-08-22
  Charles Schwab & Co., Inc.
  Westlake, TX
  Lone Tree, CO
  Westlake, TX
• 2021-01-27 → 2021-05-05
  Lincoln Investment
  Palm Beach Gardens, FL
  Fort Washington, PA
• 2021-01-27 → 2021-05-05
  Capital Analysts
  Fort Washington, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-01-04
• S63 Uniform Securities Agent State Law Examination
  2018-11-21

Other Names

• Blaine Rogers