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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc | Fort Worth | TX | 03/2024 | 08/2024 |
| Freudenberg Nok Sealing Technologies | Plymouth | MI | 06/2022 | 08/2024 |
| Alliance Inspection Management | Farmington Hills | MI | 06/2019 | 06/2022 |
| Moylan Energy Management | Canton | MI | 05/2013 | 12/2016 |
| Unemployed | Ypsilanti | MI | 01/2017 | 06/2019 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 08/2024 | 02/2025 |
| First Command Advisory Services, Inc | Fort Worth | TX | 08/2024 | 02/2025 |
| First Command Insurance Services, Inc | Fort Worth | TX | 08/2024 | 02/2025 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 05/2025 | 12/2025 |
| Thrivent Financial | Appleton | WI | 05/2025 | 12/2025 |
| Fisher Investments | Plano | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-11 |
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