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Charlie Brothersen

Fisher Investments

Plano, TX

Camas, WA

CRD 7165002

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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
TX RA APPROVED_RES 2022-04-04
WA RA APPROVED 2019-09-17
  • TX RA
    APPROVED_RES
    Since 2022-04-04
  • WA RA
    APPROVED
    Since 2019-09-17

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
OrganizationCityStateFromTo
Lewis & Clark College Portland OR 08/2015 05/2019
City Of Logan Logan UT 06/2017 08/2017
Webster Global Site Selection Services Phoenix AZ 09/2017 05/2018
Little Big Burger Portland OR 05/2018 06/2018
Fisher Investments Camas WA 06/2018 05/2019
Fisher Investments Camas WA 05/2019 10/2020
Fisher Investments Camas WA 10/2020 03/2022
Fisher Investments Camas WA 04/2022 Present
  • 08/2015 → 05/2019
    Lewis & Clark College
    Portland, OR
  • 06/2017 → 08/2017
    City Of Logan
    Logan, UT
  • 09/2017 → 05/2018
    Webster Global Site Selection Services
    Phoenix, AZ
  • 05/2018 → 06/2018
    Little Big Burger
    Portland, OR
  • 06/2018 → 05/2019
    Fisher Investments
    Camas, WA
  • 05/2019 → 10/2020
    Fisher Investments
    Camas, WA
  • 10/2020 → 03/2022
    Fisher Investments
    Camas, WA
  • 04/2022 → Present
    Fisher Investments
    Camas, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-17
  • S65 Uniform Investment Adviser Law Examination
    2019-09-17

View on SEC IAPD

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