Steffan La Velle Schirle

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

• 03/2015 → 10/2017
  Jp Morgan Chase Bank
  Vancouver, WA
• 03/2015 → 10/2017
  Jp Morgan Securities Llc
  Vancouver, WA
• 10/2017 → Present
  Fisher Invstments
  Camas, WA

Other Businesses

Name of the other business: AMWAY Investment-related? NO Address of the other business: 501 35TH AVENUE SAN FRANCISCO, CA 94121 Nature of the other business: PRODUCT DISTRIBUTION Position, title, or relationship with the other business: INDEPENDENT BUSINESS OWNER Start date of your relationship: 08/01/18 Approximate number of hours/month you devote to the other business: ONE TO FIVE Number of hours you devote to the other business during securities trading hours: ZERO Duties relating to the other business: ORDERING HOUSEHOLD PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-15
• S63 Uniform Securities Agent State Law Examination
  2015-01-30

Other Names

• Steffan L Schirle
• Steffan Schirle