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Katherine Kuhn

Fisher Investments

Plano, TX

Tampa, FL

CRD 7144437

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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 2024-08-19
TX RA APPROVED 2024-08-14
WA RA APPROVED 2024-08-14
  • FL RA
    APPROVED
    Since 2024-08-19
  • TX RA
    APPROVED
    Since 2024-08-14
  • WA RA
    APPROVED
    Since 2024-08-14

Branch Locations

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

3109 W Dr. Martin Luther King Blvd Suite 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
Fisher Investments Camas WA 11/2021 06/2024
Fisher Investments Tampa FL 06/2024 Present
Mortgage Lenders Investment Trading Co Lake Mary FL 08/2020 02/2021
Extended Travel Auckland 02/2021 11/2021
Florida State University Tallahassee FL 08/2016 08/2020
  • 11/2021 → 06/2024
    Fisher Investments
    Camas, WA
  • 06/2024 → Present
    Fisher Investments
    Tampa, FL
  • 08/2020 → 02/2021
    Mortgage Lenders Investment Trading Co
    Lake Mary, FL
  • 02/2021 → 11/2021
    Extended Travel
    Auckland
  • 08/2016 → 08/2020
    Florida State University
    Tallahassee, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-14
  • S65 Uniform Investment Adviser Law Examination
    2024-08-14
Other Names
  • Katie Kuhn

View on SEC IAPD

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