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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 | 2025-09-12 |
| WA | RA | APPROVED | 2025-09-12 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607-9911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 03/2025 | Present |
| Starbucks | Washougal | WA | 02/2025 | 03/2025 |
| Restore Montana | Bozeman | MT | 09/2023 | 01/2025 |
| Yo Poke | Bozeman | MT | 09/2022 | 10/2022 |
| Outlaw Coffee | Washougal | WA | 01/2021 | 08/2021 |
| High Expectations Dog Training | Camas | WA | 05/2020 | 10/2020 |
| Montana State University | Bozeman | MT | 08/2021 | 12/2024 |
| Clark College | Vancouver | WA | 09/2019 | 05/2021 |
| Washougal High School | Washougal | WA | 09/2018 | 06/2021 |
| Kingsway Christian Schools | Vancouver | WA | 09/2016 | 06/2018 |
| Liberty Middle School | Camas | WA | 09/2014 | 06/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-11 |
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