David Joseph Weippert
Investment adviser representative at Fisher Investments
13 yearsExperience
1 stateRegistered in
$386.7BFirm assets
39 yearsFirm in business
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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
13 years in the industry.
- Fisher InvestmentsMay 2022 to now
- Bank of America, N.A.May 2021 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2020 to May 2022
- American EagleNov 2019 to Feb 2020
- Curtains WarfJun 2016 to Aug 2018
- Loyola Notre Dame LibrarySep 2014 to Jun 2018
- Loyola University MarylandAug 2014 to Aug 2019
- American EagleJun 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7225372
- Firm CRD
- 107342