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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.

  1. Fisher InvestmentsAug 2023 to now
  2. Fidelity InvestmentsMar 2023 to Jul 2023
  3. UnemployedJul 2022 to Feb 2023
  4. Northwestern Mutual Investment Services LLCFeb 2021 to Jun 2022
  5. Ryan EdlefsenMay 2020 to Jun 2022
  6. TravelersJun 2019 to Aug 2019
  7. TravelersJun 2018 to Aug 2018
  8. StudentAug 2016 to May 2020
  9. 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
Advisor's SEC record (opens in a new tab)
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