Kyle Patrick Wicklund
Investment adviser representative at Fisher Investments
12 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
12 years in the industry.
- Fisher InvestmentsSep 2026 to now
- Pgim InvestmentsJan 2023 to Sep 2026
- Prudential Investment Management Services LLCJan 2023 to Sep 2026
- Northwestern MutualJun 2022 to Nov 2022
- 7 Presidents Ocean Front Park - Monmouth County Park SystemMay 2021 to Sep 2021
- 7 Presidents Ocean Front Park - Monmouth County Park SystemMay 2020 to Sep 2020
- 7 Presidents Ocean Front Park - Monmouth County Park SystemMay 2019 to Sep 2019
- University of DelawareAug 2018 to Dec 2022
- 7 Presidents Ocean Front Park - Monmouth County Park SystemMay 2018 to Sep 2018
- 7 Presidents Ocean Front Park - Monmouth County Park SystemMay 2017 to Sep 2017
- Christian Brothers AcademySep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7564577
- Firm CRD
- 107342