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Katie Lynn Lafleur

Fisher Investments

Camas, WA

Plano, TX

CRD 7889208

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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
OR RA APPROVED 2026-08-01
TX RA APPROVED 2026-08-01
WA RA APPROVED 2026-08-01
  • OR RA
    APPROVED
    Since 2026-08-01
  • TX RA
    APPROVED
    Since 2026-08-01
  • WA RA
    APPROVED
    Since 2026-08-01

Branch Locations

5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
K2 Partnering Solutions San Francisco CA 09/2012 01/2018
Uber San Francisco CA 01/2018 12/2019
Convoy Seattle WA 12/2019 02/2023
Banana Republic Bellevue WA 02/2023 04/2024
Rob Metler Lake Oswego OR 03/2024 05/2025
Not Applicable Tigard OR 05/2025 07/2025
Thomas Jensen Lake Oswego OR 07/2025 05/2026
Thomas Jensen Lake Oswego OR 07/2025 05/2026
Northwestern Mutual Investment Services Llc Lake Oswego OR 07/2025 05/2026
Fisher Investments Camas WA 06/2026 Present
  • 09/2012 → 01/2018
    K2 Partnering Solutions
    San Francisco, CA
  • 01/2018 → 12/2019
    Uber
    San Francisco, CA
  • 12/2019 → 02/2023
    Convoy
    Seattle, WA
  • 02/2023 → 04/2024
    Banana Republic
    Bellevue, WA
  • 03/2024 → 05/2025
    Rob Metler
    Lake Oswego, OR
  • 05/2025 → 07/2025
    Not Applicable
    Tigard, OR
  • 07/2025 → 05/2026
    Thomas Jensen
    Lake Oswego, OR
  • 07/2025 → 05/2026
    Thomas Jensen
    Lake Oswego, OR
  • 07/2025 → 05/2026
    Northwestern Mutual Investment Services Llc
    Lake Oswego, OR
  • 06/2026 → Present
    Fisher Investments
    Camas, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-31
S63 Uniform Securities Agent State Law Examination 2026-01-23
  • S65 Uniform Investment Adviser Law Examination
    2026-07-31
  • S63 Uniform Securities Agent State Law Examination
    2026-01-23
Other Names
  • Kate Lynn Lafleur
  • Katie Lafleur

View on SEC IAPD

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