Brendan Herb

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

• 01/2025 → Present
  Fisher Investments
  Tampa, FL
• 04/2019 → 12/2024
  Doordash
  Corvallis, OR
• 05/2019 → Present
  Juice Plus
  Corvallis, OR
• 05/2023 → 08/2023
  State Farm
  Corvallis, OR
• 04/2023 → 11/2024
  Asheville Buncombe Youth Soccer
  Asheville, NC
• 01/2020 → 04/2020
  Storm Soccer Club
  Corvallis, OR
• 08/2012 → 06/2019
  Middle/High School
  Corvallis, OR
• 06/2019 → 12/2023
  College
  Corvallis, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-21