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Olivia Marie Meger

Fisher Investments

Plano, TX

CRD 8131914

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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 2025-08-20
  • TX RA
    APPROVED
    Since 2025-08-20

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 04/2025 Present
Leadr Plano TX 05/2024 03/2025
European Wax Center Boise ID 08/2022 04/2024
Brickhouse White Bear Lake MN 12/2019 08/2022
Cafe Zupas Woodbury MN 05/2018 12/2019
Unemployed Stillwater MN 04/2015 05/2018
  • 04/2025 → Present
    Plano, TX
  • 05/2024 → 03/2025
    Leadr
    Plano, TX
  • 08/2022 → 04/2024
    European Wax Center
    Boise, ID
  • 12/2019 → 08/2022
    Brickhouse
    White Bear Lake, MN
  • 05/2018 → 12/2019
    Cafe Zupas
    Woodbury, MN
  • 04/2015 → 05/2018
    Unemployed
    Stillwater, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-20
  • S65 Uniform Investment Adviser Law Examination
    2025-08-20
Other Names
  • Olivia Marie Meger
  • Olivia Meger

View on SEC IAPD

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