Lucas Schnell

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

• 08/2022 → 07/2023
  Keybank
  Albany, OR
• 09/2019 → 06/2022
  Oregon State University
  Corvallis, OR
• 03/2021 → 09/2021
  Toyota Subaru Of Corvallis
  Corvallis, OR
• 10/2019 → 03/2020
  Qdoba Mexican Eats
  Corvallis, OR
• 06/2019 → 09/2019
  National Public Radio (Npr)
  Portland, OR
• 08/2018 → 06/2019
  University Of Oregon Central Kitchen
  Eugene, OR
• 05/2016 → 08/2017
  Jackson Commercial Construction
  Salem, OR
• 09/2018 → 07/2019
  University Of Oregon
  Eugene, OR
• 09/2019 → 09/2022
  Oregon State University
  Corvallis, OR
• 04/2023 → 07/2023
  Key Investment Services
  Albany, OR
• 11/2023 → 03/2025
  Jp Morgan Chase Bank, N.A.
  Salem, OR
• 11/2023 → 03/2025
  J.P. Morgan Securities Llc
  Salem, OR
• 06/2019 → 08/2019
  Oregon Public Broadcasting
  Portland, OR
• 08/2023 → 10/2023
  Unemployed
  Salem, OR
• 09/2017 → 07/2018
  Student
  Salem, OR
• 05/2025 → Present
  Fisher Investments
  Camas, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-30
• S63 Uniform Securities Agent State Law Examination
  2023-12-07

Other Names

• Luc Schnell
• Lucas C Schnell