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Katherine Kasper

Fisher Investments

Plano, TX

San Mateo, CA

CRD 7506900

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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
CA RA APPROVED 2023-05-31
TX RA APPROVED 2022-04-11
WA RA APPROVED 2022-04-11
  • CA RA
    APPROVED
    Since 2023-05-31
  • TX RA
    APPROVED
    Since 2022-04-11
  • WA RA
    APPROVED
    Since 2022-04-11

Branch Locations

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

1450 Fashion Island Blvd, San Mateo, CA 94404 • 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 03/2020 Present
Oneplace Capital West Des Moines IA 05/2017 01/2020
Susan G. Komen West Des Moines IA 05/2017 08/2017
Ferocious Extreme Beasts Ames IA 06/2016 06/2017
Iowa State University Ames IA 08/2016 06/2017
Iowa State University Ames IA 08/2013 08/2017
  • 03/2020 → Present
    Fisher Investments
    Camas, WA
  • 05/2017 → 01/2020
    Oneplace Capital
    West Des Moines, IA
  • 05/2017 → 08/2017
    Susan G. Komen
    West Des Moines, IA
  • 06/2016 → 06/2017
    Ferocious Extreme Beasts
    Ames, IA
  • 08/2016 → 06/2017
    Iowa State University
    Ames, IA
  • 08/2013 → 08/2017
    Iowa State University
    Ames, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-11
  • S65 Uniform Investment Adviser Law Examination
    2022-04-11
Other Names
  • Katie Kasper

View on SEC IAPD

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