Luke Finn

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

• 10/2025 → Present
  Fisher Investments
  Tampa, FL
• 08/2022 → 12/2023
  Lawson Event Rental
  Richardson, TX
• 08/2015 → 08/2022
  Full Time Student
  Lucas, TX
• 12/2023 → 08/2025
  Full Time Student Athlete
  Marshall, TX

Other Businesses

Tampa Bay Pickleball Not Investment Related Address: 180 Race Track Rd Oldsmar, FL 34677 United States Pickleball facility Part time Pickleball coach part time employees on weekends, coaching walk-in clients as needed State Date approximately August 01, 2025 I work approximately 9-15 hours per week. I dedicate 0 hrs per day/week/month during securities trading hours or during normal business hours Mon-Fri I set up drills and facilitate games between players at the facility.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-17