Soren K Mcgrew

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

• 01/2024 → Present
  Fisher Investments
  Plano, TX
• 08/2022 → 01/2024
  Northwestern Mutual
  Duluth, MN
• 05/2022 → 03/2023
  Kwik Trip Inc.
  Duluth, MN
• 09/2017 → 08/2021
  Erbert And Gerbert's
  Duluth, MN
• 09/2016 → 07/2017
  Fleet Farm
  Hermantown, MN
• 01/2016 → 09/2016
  Unemployed
  Duluth, MN
• 08/2019 → 12/2022
  Bethel University
  Arden Hills, MN
• 07/2017 → 08/2017
  Humes Collision Center
  Duluth, MN
• 08/2018 → 05/2019
  College Of Saint Scholastica
  Duluth, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-11