Austin Hagen

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

• 07/2025 → 12/2025
  Elevate Financial Planning And Wealth Management
  Saint Petersburg, FL
• 10/2021 → 03/2025
  Usa Hockey
  Minnesota, MN
• 10/2024 → 03/2025
  Minnesota State High School League
  Minnesota, MN
• 12/2024 → 06/2025
  Ccfbank
  Mankato, MN
• 08/2024 → 01/2025
  Ups
  North Mankato, MN
• 09/2023 → 12/2024
  Pioneer Bank
  North Mankato, MN
• 08/2022 → 10/2023
  Ups
  North Mankato, MN
• 04/2023 → 08/2023
  Menards
  Mankato, MN
• 08/2022 → 10/2022
  Menards
  Mankato, MN
• 06/2021 → 08/2022
  Menards
  Hutchinson, MN
• 08/2019 → 06/2021
  Menards
  Hutchinson, MN
• 06/2018 → 08/2019
  Burger King
  Hutchinson, MN
• 09/2017 → 06/2021
  Hutchinson High School
  Hutchinson, MN
• 09/2014 → 06/2017
  Hutchinson Middle School
  Hutchinson, MN
• 08/2020 → 12/2021
  Ridgewater College
  Hutchinson, MN
• 01/2022 → 05/2025
  Minnesota State University, Mankato
  Mankato, MN
• 01/2026 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2025-07-28 → 2025-12-10
  Elevate Financial Planning And Wealth Management
  St. Petersburg, FL

Other Businesses

717 Parking Enterprises Non-Investment Related 1524 N Franklin St, Tampa, FL 33602 Parking Valet Parking Attendant Valet Parking Attendant 8/23/2025 60 - 80 hours 0 hours I park cars for other people as a Valet the name of the other business; Doordash whether the business is investment-related; no the address of the other business; San Francisco, CA 94103 the nature of the other business; Food delivery your position; Delivery driver title, or relationship with the other business; Delivery driver the start date of your relationship; 06/23/2026 the approximate number of hours/month you devote to the other business; 6 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Deliver food to people who ordered.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-23