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Matthew Lynn Slaten

Fisher Investments

Plano, TX

CRD 8148459

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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 2025-09-12
  • TX RA
    APPROVED
    Since 2025-09-12

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
Slaten Property Advisors Durant OK 01/2024 Present
Fisher Investments Plano TX 08/2025 Present
First United Bank And Trust Durant OK 09/2022 07/2025
First United Bank And Trust Durant OK 09/2021 09/2022
First United Bank And Trust Durant OK 05/2020 09/2021
First United Bank And Trust Durant OK 06/2019 05/2020
First United Bank And Trust Durant OK 08/2018 06/2019
Slaten Lawn Company Calera OK 04/2013 10/2018
Good Ol' Boys Moving Durant OK 12/2017 06/2019
Kt Plastics Calera OK 10/2016 03/2017
Southeastern Oklahoma State University Durant OK 08/2015 05/2019
  • 01/2024 → Present
    Slaten Property Advisors
    Durant, OK
  • 08/2025 → Present
    Plano, TX
  • 09/2022 → 07/2025
    First United Bank And Trust
    Durant, OK
  • 09/2021 → 09/2022
    First United Bank And Trust
    Durant, OK
  • 05/2020 → 09/2021
    First United Bank And Trust
    Durant, OK
  • 06/2019 → 05/2020
    First United Bank And Trust
    Durant, OK
  • 08/2018 → 06/2019
    First United Bank And Trust
    Durant, OK
  • 04/2013 → 10/2018
    Slaten Lawn Company
    Calera, OK
  • 12/2017 → 06/2019
    Good Ol' Boys Moving
    Durant, OK
  • 10/2016 → 03/2017
    Kt Plastics
    Calera, OK
  • 08/2015 → 05/2019
    Southeastern Oklahoma State University
    Durant, OK
Other Businesses

the name of the other business; Slaten Property Advisors whether the business is investment-related ; No the address of the other business; P.O. Box 5096, Durant, OK, 74701 the nature of the other business; Commercial property appraisal your position; Analyst title, or relationship with the other business; Analyst the start date of your relationship; 01/2024 the approximate number of hours/month you devote to the other business; <20 hours/month 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; My duties include the inspection of properties being appraised, training new staff, developing workflows / reporting, and aid in streamlining processes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-11
  • S65 Uniform Investment Adviser Law Examination
    2025-09-11
Other Names
  • Matthew Slaten

View on SEC IAPD

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