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Kennadie E. Lopez

Fisher Investments

Plano, TX

Camas, WA

CRD 7464895

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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 2023-07-17
WA RA APPROVED 2022-03-08
  • TX RA
    APPROVED
    Since 2023-07-17
  • WA RA
    APPROVED
    Since 2022-03-08

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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 Camas WA 10/2019 Present
La Fitness Portland OR 06/2019 09/2019
Flip Side Portland OR 06/2019 10/2019
Baker Street Fort Wayne IN 02/2018 05/2019
Beauty And The Bull Bar And Grill Wolcotville IN 05/2017 02/2018
Buffalo Wild Wings Fort Wayne IN 07/2015 05/2017
Trine University Fort Wayne IN 08/2016 12/2018
  • 10/2019 → Present
    Fisher Investments
    Camas, WA
  • 06/2019 → 09/2019
    La Fitness
    Portland, OR
  • 06/2019 → 10/2019
    Flip Side
    Portland, OR
  • 02/2018 → 05/2019
    Baker Street
    Fort Wayne, IN
  • 05/2017 → 02/2018
    Beauty And The Bull Bar And Grill
    Wolcotville, IN
  • 07/2015 → 05/2017
    Buffalo Wild Wings
    Fort Wayne, IN
  • 08/2016 → 12/2018
    Trine University
    Fort Wayne, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-07
  • S65 Uniform Investment Adviser Law Examination
    2022-03-07
Other Names
  • Kennadie Lopez

View on SEC IAPD

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