Brendon Tschoepe
Investment adviser representative at Fisher Investments
11 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
11 years in the industry.
- Fisher InvestmentsApr 2025 to now
- Wells FargoNov 2022 to Apr 2025
- Purshe Kaplan Sterling InvestmentsJun 2021 to Nov 2022
- 49 FinancialJun 2021 to Oct 2022
- Texas A&m University LogisticsSep 2020 to May 2021
- Northwestern MutualMay 2020 to Aug 2020
- Deer Creek CampMay 2019 to Aug 2019
- St Thomas Aquinas ParishApr 2019 to May 2021
- Deer Creek CampMay 2018 to Aug 2018
- Texas A&m UniversityJun 2017 to May 2021
- Canyon High SchoolJun 2015 to Jun 2017
- Natural Bridge Wildlife RanchApr 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
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
- 7227857
- Firm CRD
- 107342