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Keara Morgan Topel

Fisher Investments

Plano, TX

Tampa, FL

CRD 7487763

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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
FL RA APPROVED 2025-11-19
TX RA APPROVED 2025-11-13
  • FL RA
    APPROVED
    Since 2025-11-19
  • TX RA
    APPROVED
    Since 2025-11-13

Branch Locations

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

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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 Tampa FL 01/2023 Present
Foolish Frog Saint Helena Island SC 05/2022 09/2023
First Command Beaufort SC 11/2021 05/2022
Student La Crosse WI 01/2015 11/2021
  • 01/2023 → Present
    Fisher Investments
    Tampa, FL
  • 05/2022 → 09/2023
    Foolish Frog
    Saint Helena Island, SC
  • 11/2021 → 05/2022
    First Command
    Beaufort, SC
  • 01/2015 → 11/2021
    Student
    La Crosse, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-13
  • S65 Uniform Investment Adviser Law Examination
    2025-11-13
Other Names
  • Keara Wahlstrom

View on SEC IAPD

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