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Dylan Lorence

Fisher Investments

Plano, TX

CRD 8161729

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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 2025-09-19
  • TX RA
    APPROVED
    Since 2025-09-19

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
Creighton University Omaha NE 08/2021 05/2025
Ten Four Truck Insurance Carter Lake IA 06/2023 08/2023
Momentous Wealth Advisors Woodbury MN 06/2024 08/2024
East Ridge Highschool Woodbury MN 09/2017 06/2021
Lake Middle School Woodbury MN 09/2014 06/2017
Fisher Investments Plano TX 07/2025 Present
  • 08/2021 → 05/2025
    Creighton University
    Omaha, NE
  • 06/2023 → 08/2023
    Ten Four Truck Insurance
    Carter Lake, IA
  • 06/2024 → 08/2024
    Momentous Wealth Advisors
    Woodbury, MN
  • 09/2017 → 06/2021
    East Ridge Highschool
    Woodbury, MN
  • 09/2014 → 06/2017
    Lake Middle School
    Woodbury, MN
  • 07/2025 → Present
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-06-09
S65 Uniform Investment Adviser Law Examination 2025-02-27
  • S63 Uniform Securities Agent State Law Examination
    2025-06-09
  • S65 Uniform Investment Adviser Law Examination
    2025-02-27

View on SEC IAPD

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