Blake Swenson

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

• 03/2023 → Present
  Fisher Investments
  Plano, TX
• 02/2021 → 03/2023
  Fisher Investments
  Camas, WA
• 05/2019 → 02/2021
  City Of Aberdeen, Parks & Recreation
  Aberdeen, WA
• 10/2018 → 03/2020
  Kappa Alpha Theta
  Pullman, WA
• 07/2016 → 10/2018
  Sweet Life, Ice Cream Shop
  Westport, WA
• 09/2003 → 06/2017
  Full Time Education
  Aberdeen, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-13