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Daniel John Haeseker

Fisher Investments

Plano, TX

CRD 7892707

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-22
  • TX RA
    APPROVED
    Since 2024-06-22

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
OrganizationCityStateFromTo
Fisher Investments Plano TX 01/2024 Present
Enterprise Mobility Dallas TX 02/2023 11/2023
Encompass Media Group Long Island City NY 12/2014 03/2020
Uber Los Angeles CA 05/2020 01/2023
  • 01/2024 → Present
    Fisher Investments
    Plano, TX
  • 02/2023 → 11/2023
    Enterprise Mobility
    Dallas, TX
  • 12/2014 → 03/2020
    Encompass Media Group
    Long Island City, NY
  • 05/2020 → 01/2023
    Uber
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-21
  • S65 Uniform Investment Adviser Law Examination
    2024-06-21
Other Names
  • Daniel Haeseker

View on SEC IAPD

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