Brett Michael Rayshell

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

• 01/2018 → 08/2019
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 09/2014 → 05/2017
  Spankys
  Lubbock, TX
• 05/2017 → 07/2017
  Stavis And Cohen Financial
  Houston, TX
• 08/2017 → 12/2017
  Buffalo Wild Wings
  Lubbock, TX
• 08/2014 → 12/2017
  Texas Tech University
  Lubbock, TX
• 08/2019 → 04/2021
  Jpmorgan Securities Llc
  Plano, TX
• 06/2021 → 09/2025
  Charles Schwab & Co., Inc.
  Westlake, TX
• 06/2021 → 09/2025
  Charles Schwab Bank, Ssb
  Westlake, TX
• 10/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2021-06-28 → 2025-09-16
  Charles Schwab & Co., Inc.
  Westlake, TX
  Lone Tree, CO
  Dallas, TX
  Westlake, TX
• 2021-03-01 → 2021-05-04
  J.P. Morgan Securities Llc
  Plano, TX
  Plano, TX
  Plano, TX
  San Antonio, TX
  Plano, TX
  Plano, TX
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-01
• S63 Uniform Securities Agent State Law Examination
  2018-08-31

Other Names

• Brett Michael Rayshell
• Brett Rayshell