Kathleen R Merriman
Investment adviser representative at Fisher Investments
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$386.7BFirm assets
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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
9 years in the industry.
- Fisher InvestmentsAug 2025 to now
- UnemployedJun 2025 to Jul 2025
- Retirement Income Source of Sarasota LLCAug 2024 to May 2025
- Retirement Income Source of Sw Florida LLCAug 2024 to May 2025
- Sound Income Strategies LLCAug 2024 to May 2025
- Ameriprise Financial Services, LLCFeb 2022 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2019 to Feb 2022
- CapgeminiNov 2018 to Feb 2019
- Harvard Business School OnlineOct 2018 to Dec 2018
- Manatee County GovernmentFeb 2018 to Sep 2018
- Schmidt's DeodorantNov 2017 to Feb 2018
- The Prudential Insurance Company of AmericaJul 2016 to Nov 2017
- Pruco Securities LLCMay 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
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
- 6648695
- Firm CRD
- 107342