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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_RES | 2026-02-12 |
| WA | RA | APPROVED | 2026-02-11 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 11/2019 |
| Pyramid Heating And Cooling | Portland | OR | 03/2017 | 07/2018 |
| Fred Meyer | Battle Ground | WA | 02/2007 | 05/2017 |
| Unemployed | Vancouver | WA | 08/2018 | 04/2019 |
| Unemployed | Vancouver | WA | 11/2019 | 02/2020 |
| Northwestern Mutual Life Insurance Company | Portland | OR | 02/2020 | 09/2020 |
| Northwestern Mutual Investment Services Llc | Portland | OR | 02/2020 | 09/2023 |
| Northwestern Mutual- With Kristie Hill | Portland | OR | 09/2020 | 03/2024 |
| Northwestern Mutual- With Jonathan London | Portland | OR | 05/2021 | 12/2021 |
| Northwestern Mutual- With Sandi Jo Goddard | Portland | OR | 03/2022 | 02/2024 |
| Northwestern Mutual- With Jessica Nicole Aliotti | Irvine | CA | 03/2024 | 09/2025 |
| Fisher Investments | Camas | WA | 02/2026 | Present |
| None/ Unemployed | Vancouver | WA | 09/2025 | 01/2026 |
TREASURER, HARBOR CHURCH VANCOUVER, 313 NW 79TH ST, VANCOUVER, , WASHINGTON, 98665, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 01/25/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, MEMBER OF BOARD, DECISION MAKING, LEADERSHIP, AND PROCESSING CONTRIBUTIONS TO CHURCH. non investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-20 |
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