Patrick Joseph Markunas

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

• 05/2017 → 06/2020
  Td Ameritrade
  Omaha, NE
• 12/2015 → 05/2017
  Star City Hockey, L.L.C.
  Lincoln, NE
• 06/2020 → 01/2021
  Charles Schwab & Co., Inc
  Mission Viejo, CA
• 06/2020 → 01/2021
  Charles Schwab Bank, Ssb
  Mission Viejo, CA
• 03/2021 → 06/2021
  Td Ameritrade
  Omaha, NE
• 01/2021 → 03/2021
  Hudl
  Lincoln, NE
• 07/2021 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2021-03-29 → 2021-06-22
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
• 2020-06-24 → 2021-01-15
  Charles Schwab & Co., Inc.
  Mission Viejo, CA
• 2017-10-24 → 2020-06-11
  Td Ameritrade, Inc.
  Omaha, NE
  Brea, CA
  Torrance, CA
• 2017-10-24 → 2020-06-11
  Td Ameritrade Investment Management, Llc
  Yorba Linda, CA
  Omaha, NE
  Torrance, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-10-23
• S63 Uniform Securities Agent State Law Examination
  2017-07-05

Designations

• Certified Financial Planner

Other Names

• Pat Markunas
• Pat Markunas
• Pat Markunas