Daniel Nelson Turner

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

• 05/2022 → 07/2023
  Indian Springs Middle School
  Keller, TX
• 08/2018 → 05/2022
  University Of North Texas
  Denton, TX
• 01/2013 → 08/2018
  Friendswood Isd
  Friendswood, TX
• 07/2023 → 07/2025
  Thrivent Investment Management Inc
  Fort Worth, TX
• 07/2023 → 01/2024
  Thrivent Financial
  Appleton, WI
• 01/2024 → 07/2025
  Thrivent Financial
  Appleton, WI
• 07/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2023-09-07 → 2025-07-23
  Thrivent Investment Management Inc.
  Allen, TX
  Fort Worth, TX
  Minneapolis, MN
  Justin, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-09-06

Other Names

• Daniel Nelson Turner