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Joel Casper

Fisher Investments

Elmhurst, IL

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-03-17
TX RA APPROVED 2022-03-17
  • IL RA
    APPROVED
    Since 2022-03-17
  • TX RA
    APPROVED
    Since 2022-03-17

Branch Locations

Elmhurst, IL • United States

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
Morningstar Investment Services, Inc. Chicago IL 08/2014 08/2018
Wisdomtree Asset Management, Inc. Chicago IL 08/2018 03/2021
Foreside Fund Services, Llc Chicago IL 08/2018 03/2021
Foreside Fund Services, Llc Elmhurst IL 03/2021 03/2022
Wisdomtree Asset Management, Inc. Elmhurst IL 03/2021 03/2022
Fisher Investments Elmhurst IL 03/2022 Present
  • 08/2014 → 08/2018
    Morningstar Investment Services, Inc.
    Chicago, IL
  • 08/2018 → 03/2021
    Wisdomtree Asset Management, Inc.
    Chicago, IL
  • 08/2018 → 03/2021
    Foreside Fund Services, Llc
    Chicago, IL
  • 03/2021 → 03/2022
    Foreside Fund Services, Llc
    Elmhurst, IL
  • 03/2021 → 03/2022
    Wisdomtree Asset Management, Inc.
    Elmhurst, IL
  • 03/2022 → Present
    Fisher Investments
    Elmhurst, IL
Previous Registrations
  • 2014-09-09 → 2018-08-27
    Morningstar Investment Services Llc
    Chicago, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-09-19
S65 Uniform Investment Adviser Law Examination 2014-09-09
  • S63 Uniform Securities Agent State Law Examination
    2018-09-19
  • S65 Uniform Investment Adviser Law Examination
    2014-09-09
Designations
Other Names
  • Joel Aaron Casper

View on SEC IAPD

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