Ivan Solomon Farber

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

• 06/2007 → Present
  Fisher Investments
  Woodside, CA

Other Businesses

NAME AND ADDRESS OF BUSINESS: IVAN INCORPORATED. 1531 SE 48TH AVE PORTLAND OR USA NATURE: PERSONAL DEVELOPMENT, NOT INVESTMENT RELATED POSITION, TITLE: CEO/CONSULTANT START DATE: 03/22/2004 ?Name of the other business: HAWTHORNE 503 LLC ?Investment-related? NO ?Address of the other business: 1531 SE 48TH AVENUE, PORTLAND, OR 97215 ?Nature of the other business: SHORT STAY VACATION RENTALS ?Position, title, or relationship with the other business: MEMBER ?Start date of your relationship: 08/01/18 ?Approximate number of hours/month you devote to the other business: ONE - FIVE ?Number of hours you devote to the other business during securities trading hours: ZERO ?Duties relating to the other business: MARKETING AND BOOKKEEPING APPROXIMATE NUMBER OF HOURS/MONTH: 1 APPROXIMATE NUMBER OF HOURS/MONTH: DURING SECURITIES TRADING HOURS: 0 DUTIES: CONSULTING INDIVIDUALS ON PERSONAL DEVELOPMENT Name of the other business: IVAN INCORPORATED Investment-related? NO Address of the other business: 1531 SE 48TH AVENUE, PORTLAND, OR 97215 Nature of the other business: BOOK PUBLICATION Position, title, or relationship with the other business: AUTHOR Start date of your relationship: 09/12/18 Approximate number of hours/month you devote to the other business: SIX-TEN Number of hours you devote to the other business during securities trading hours: ZERO Duties relating to the other business: WORKING WITH PUBLISHER TO TURN MANUSCRIPT INTO BOOK TO BE PURCHASED Name of the other business: CONVERSATIONS ABOUT CONVERSATIONS, LLC Investment-related? NO Address of the other business: CAMAS, WA Nature of business: COACHING, SPEAKING, TRAINING, WRITING Position, title, or relationship with the other business: NO Start date of your relationship: 7/13/21 Approximate number of hours/month you devote to the other business: 11 - 20 Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: COACHING, SPEAKING, TRAINING, WRITING the name of the other business; Forest Home LLC whether the business is investment-related; No the nature of the other business; Home rental your position; Owner title, or relationship with the other business; Governor the start date of your relationship; 11/2024 the approximate number of hours/month you devote to the other business; Weekends the number of hours you devote to the other business during securities trading hours; Weekends

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-27
• S63 Uniform Securities Agent State Law Examination
  1994-07-11