Ian Shrader

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

• 04/2024 → Present
  Fisher Investments
  Tampa, FL
• 01/2023 → 03/2024
  Group Management Services
  Charlotte, NC
• 06/2022 → 01/2023
  Avvio Solar
  Phoenix, AZ
• 04/2022 → 06/2022
  Chilis
  Boone, NC
• 01/2021 → 03/2022
  The Rock Bar And Grill
  Boone, NC
• 06/2020 → 12/2020
  Publix
  Boone, NC
• 04/2019 → 06/2020
  Appalachian State University
  Boone, NC
• 06/2014 → 06/2022
  Student
  Boone, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-06