Kyle Christopher Thomas

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

• 12/2023 → Present
  Fisher Investments
  Camas, WA
• 03/2023 → 12/2023
  N/A
  Yakima, WA
• 01/2022 → 03/2023
  Smartbiz (Bill Float)
  Yakima, WA
• 03/2021 → 12/2022
  Aston Carter
  Yakima, WA
• 11/2015 → 06/2017
  Yakima Valley College
  Yakima, WA
• 03/2020 → 03/2021
  N/A
  Yakima, WA
• 09/2014 → 09/2017
  Yakima Valley College
  Yakima, WA
• 09/2017 → 03/2020
  University Of Washington
  Seattle, WA

Other Businesses

K and K World Travel Address: 180 Knoll Rd., Yakima, WA 98908 Franchise for a travel agency/company (Cruise Planners). Co-Founder, Officer Started in April 2023 15 hours per month 0 hours during trading hours I started this business with a family member and do not currently commit a significant amount of time to it during regular business (or trading) hours. My main responsibilities are strategy, financials, and general management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-12

Other Names

• Kyle Thomas