Brian James Radack

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

• 01/2012 → 12/2018
  Vxi Global Solutions
  Canton, OH
• 12/2018 → 05/2019
  Pat O'BRien Chevrolet
  Medina, OH
• 05/2019 → 06/2023
  Western Southern Life
  Norton, OH
• 07/2019 → 06/2023
  W&S Brokerage Services
  Cincinnati, OH
• 10/2023 → Present
  Fisher Investments
  Plano, TX
• 06/2023 → 10/2023
  The Affinity Group, Inc
  Canton, OH

Previous Registrations

• 2022-10-28 → 2023-07-10
  W&S Brokerage Services, Inc.
  Akron, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-28
• S63 Uniform Securities Agent State Law Examination
  2021-05-11