Emilio Erhardt

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-01-12
WA	RA	APPROVED	2021-10-04

TX RA
APPROVED_RES

Since 2024-01-12
WA RA
APPROVED

Since 2021-10-04

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	04/2019	08/2021
At&T	Redmond	WA	11/2012	03/2019
Fisher Investments	Camas	WA	09/2021	Present

04/2019 → 08/2021

Edward Jones

St Louis, MO
11/2012 → 03/2019

At&T

Redmond, WA
09/2021 → Present

Fisher Investments

Camas, WA

Previous Registrations

2019-07-09 → 2021-08-25

Edward Jones

Lynnwood, WA

St Louis, MO

Mukilteo, WA

Other Businesses

Erhardt Solutions LLC Type of business: Online Lynnwood, WA Start date: 3/7/2019 Owner Hours per week: 0 Hours during trading: 0 No responsibilities, the business is not currently not functioning. Just an active LLC without any activity.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-08

S66 Uniform Combined State Law Examination

2019-07-08

View on SEC IAPD