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Kobe Coleman

Fisher Investments

Plano, TX

CRD 8258559

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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 2026-06-22
  • TX RA
    APPROVED
    Since 2026-06-22

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 01/2024 04/2026
Fisher Investments Plano TX 04/2026 Present
Ouachita Baptist University Arkadelphia AR 08/2018 05/2022
University Of Texas At Tyler Tyler TX 08/2022 12/2023
Willies Icehouse Bar & Grill Georgetown TX 05/2021 08/2021
Texas Roadhouse Tyler TX 02/2023 05/2023
Georgetown High School Georgetown TX 05/2014 08/2018
  • 01/2024 → 04/2026
    Fisher Investments
    Plano, TX
  • 04/2026 → Present
    Fisher Investments
    Plano, TX
  • 08/2018 → 05/2022
    Ouachita Baptist University
    Arkadelphia, AR
  • 08/2022 → 12/2023
    University Of Texas At Tyler
    Tyler, TX
  • 05/2021 → 08/2021
    Willies Icehouse Bar & Grill
    Georgetown, TX
  • 02/2023 → 05/2023
    Texas Roadhouse
    Tyler, TX
  • 05/2014 → 08/2018
    Georgetown High School
    Georgetown, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-22
  • S65 Uniform Investment Adviser Law Examination
    2026-06-22

View on SEC IAPD

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