Chris Brefeld
Investment adviser representative at Fisher Investments
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$386.7BFirm assets
Are you Chris Brefeld? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Fisher InvestmentsApr 2025 to now
- Trajan Wealth, L.L.C.Jan 2023 to Jan 2025
- Fisher InvestmentsOct 2018 to Jan 2023
- Bank of SpringfieldJun 2016 to Sep 2018
- LPL Financial LLCJun 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Fisher Investments
Legal name: Fisher Asset Management, LLC
$386.7BAssets managed
199,922Clients
2,984Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6102493
- Firm CRD
- 107342