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Daniel Jacob Lagestee

Fisher Investments

Crown Point, IN

Plano, TX

CRD 6752274

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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
IN RA APPROVED 2026-02-16
TX RA APPROVED_RES 2022-09-02
FL RA APPROVED 2020-07-20
  • IN RA
    APPROVED
    Since 2026-02-16
  • TX RA
    APPROVED_RES
    Since 2022-09-02
  • FL RA
    APPROVED
    Since 2020-07-20

Branch Locations

Crown Point, IN • 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
Fisher Investments Plano TX 11/2017 Present
Northwestern Mutual Crown Point IN 02/2017 10/2017
Walt'S Food Centers South Holland IL 10/2007 02/2017
  • 11/2017 → Present
    Fisher Investments
    Plano, TX
  • 02/2017 → 10/2017
    Northwestern Mutual
    Crown Point, IN
  • 10/2007 → 02/2017
    Walt'S Food Centers
    South Holland, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-16
  • S65 Uniform Investment Adviser Law Examination
    2018-03-16

View on SEC IAPD

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