Brett Wilson

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

• 02/2016 → 01/2019
  National Financial Services
  Westlake, TX
• 01/2019 → 09/2020
  National Financial Services Llc
  Westlake, TX
• 09/2020 → 04/2021
  Fidelity Investments
  Westlake, TX
• 06/2021 → 01/2024
  Kestra Investment Services, Llc
  Dallas, TX
• 03/2024 → Present
  Sanctuary Securities, Inc.
  Indianapolis, IN
• 03/2026 → Present
  Fisher Investments
  Plano, TX

Other Businesses

1) TUNNEL 2 TOWERS FOUNDATION - YOUNG PROFESSIONALS NETWORK POSITION: Member Coordinator NATURE: This is a Young Professionals Network that collaborates for fundraising events such as 5Ks, charity auctions, or charity golf tournaments with 97 cents of every dollar goes towards catastrophically injured military veterans, first responders, police and fire fighters. There are various run and climb events the organization uses to raise awareness. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 8/15/2024 ADDRESS: 2361 Hylan Blvd., Staten Island NY 10306, United States DESCRIPTION: I will be on the First Responder Military Committee developing relationships for the Foundation and YPN by visiting local Military Veteran Programs, Police Departments, and Fire Departments to raise awareness, deliver coffee, and share interest. I might also join the Events and Marketing Committee to help plan, coordinate, and strategize fundraising events to secure donations for Tunnel 2 Towers Foundation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-14
• S63 Uniform Securities Agent State Law Examination
  2021-03-12

Other Names

• Brett Wilson
• Brett Lawrence Wilson