Zachary Lee Kieffner

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

• 06/2024 → 05/2025
  Wells Fargo Clearing Services
  St Louis, MO
• 02/2024 → 06/2024
  Us Tech Solutions
  Jersey City, NJ
• 02/2022 → 08/2025
  Delivery Drivers, Inc
  Fayetteville, AR
• 02/2019 → 02/2024
  Doordash
  Olive Branch, MS
• 07/2017 → 08/2018
  Jersey Mikes Subs
  Olive Branch, MS
• 08/2019 → 12/2023
  University Of Arkansas
  Fayetteville, AR
• 08/2018 → 12/2018
  Emerson College
  Boston, MA
• 04/2014 → 05/2018
  Desoto Central High School
  Southaven, MS
• 01/2019 → 05/2019
  Northwest Mississippi Community College
  Southaven, MS
• 08/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2024-08-22 → 2025-05-20
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-05-17

Other Names

• Zachary Kieffner
• Zach Kieffner