Inactive

Isabel Finkbeiner

Fisher Investments

CRD 7777616

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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:

Current Employers

Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-11-13

TX RA
APPROVED

Since 2023-11-13

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fisher Investments	Plano	TX	06/2023	Present
Southern Methodist University	Dallas	TX	08/2021	05/2023
Catholic Campus Ministry At Smu	Dallas	TX	08/2022	06/2023
The Gap Inc	Buffalo	NY	05/2020	12/2021
Baillie Lumber Company	Buffalo	NY	05/2021	08/2021
Full-Time Student	Buffalo	NY	09/2006	06/2019
Full-Time Student	Dallas	TX	08/2019	05/2023

06/2023 → Present

Fisher Investments

Plano, TX
08/2021 → 05/2023

Southern Methodist University

Dallas, TX
08/2022 → 06/2023

Catholic Campus Ministry At Smu

Dallas, TX
05/2020 → 12/2021

The Gap Inc

Buffalo, NY
05/2021 → 08/2021

Baillie Lumber Company

Buffalo, NY
09/2006 → 06/2019

Full-Time Student

Buffalo, NY
08/2019 → 05/2023

Full-Time Student

Dallas, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-11-13

S65 Uniform Investment Adviser Law Examination

2023-11-13

View on SEC IAPD

More in Plano, TX

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