Brett Anthony Lemke

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

• 02/2016 → 10/2019
  Usaa Financial Advisors, Inc
  Addison, TX
• 02/2016 → 10/2019
  Usaa Financial Planning Services
  Addison, TX
• 01/2018 → 10/2019
  Usaa Investment Management Company
  San Antonio, TX
• 11/2019 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2018-01-08 → 2019-11-19
  Usaa Investment Services Company
  San Antonio, TX
• 2016-03-24 → 2018-01-08
  Usaa Financial Planning Services
  Addison, TX
• 2014-08-25 → 2016-02-23
  Edward Jones
  Carrollton, TX
  St Louis, MO
  Carrollton, TX
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2014-08-22

Other Names

• Brett Lemke