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Kyle Aten

Fisher Investments

Plano, TX

CRD 8098655

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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 2025-07-09
  • TX RA
    APPROVED
    Since 2025-07-09

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 Plano TX 03/2025 Present
Acme North Canton OH 06/2017 08/2018
Pacun North Canton OH 08/2018 08/2019
Target Green OH 08/2019 08/2021
Full Time Education Warsaw IN 08/2020 05/2023
Under Age For Employment Uniontown OH 01/2015 05/2017
Forever Lawn Louisvile OH 05/2023 09/2023
Disney Wold Winter Garden FL 09/2023 02/2024
Dallas Texas Consultants Dallas TX 04/2024 04/2025
  • 03/2025 → Present
    Fisher Investments
    Plano, TX
  • 06/2017 → 08/2018
    Acme
    North Canton, OH
  • 08/2018 → 08/2019
    Pacun
    North Canton, OH
  • 08/2019 → 08/2021
    Target
    Green, OH
  • 08/2020 → 05/2023
    Full Time Education
    Warsaw, IN
  • 01/2015 → 05/2017
    Under Age For Employment
    Uniontown, OH
  • 05/2023 → 09/2023
    Forever Lawn
    Louisvile, OH
  • 09/2023 → 02/2024
    Disney Wold
    Winter Garden, FL
  • 04/2024 → 04/2025
    Dallas Texas Consultants
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-09
  • S65 Uniform Investment Adviser Law Examination
    2025-07-09

View on SEC IAPD

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