Kevin Lewis Braun
Investment adviser representative at Fisher Investments
13 yearsExperience
2 statesRegistered 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 InvestmentsAug 2023 to now
- Fidelity InvestmentsMar 2023 to Jul 2023
- UnemployedJul 2022 to Feb 2023
- Northwestern Mutual Investment Services LLCFeb 2021 to Jun 2022
- Ryan EdlefsenMay 2020 to Jun 2022
- TravelersJun 2019 to Aug 2019
- TravelersJun 2018 to Aug 2018
- StudentAug 2016 to May 2020
- UnemployedOct 2010 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7258242
- Firm CRD
- 107342