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Alex Johnathan Brensike

Fisher Investments

Plano, TX

CRD 6794183

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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
TX RA APPROVED 2022-08-31
  • TX RA
    APPROVED
    Since 2022-08-31

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • 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
Charles Schwab & Co., Inc. Westlake TX 01/2018 06/2022
Cimarron Landscape Crowley TX 08/2015 12/2017
Student Burleson TX 07/2008 12/2017
Fisher Investments Plano TX 07/2022 Present
  • 01/2018 → 06/2022
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2015 → 12/2017
    Cimarron Landscape
    Crowley, TX
  • 07/2008 → 12/2017
    Student
    Burleson, TX
  • 07/2022 → Present
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-31
  • S65 Uniform Investment Adviser Law Examination
    2022-08-31
Other Names
  • Alex Jonatan Brensike

View on SEC IAPD

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