Lucas Schnell
Investment adviser representative at Fisher Investments
10 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
10 years in the industry.
- Fisher InvestmentsMay 2025 to now
- J.P. Morgan Securities LLCNov 2023 to Mar 2025
- JP Morgan Chase Bank, N.A.Nov 2023 to Mar 2025
- UnemployedAug 2023 to Oct 2023
- Key Investment ServicesApr 2023 to Jul 2023
- KeybankAug 2022 to Jul 2023
- Toyota Subaru of CorvallisMar 2021 to Sep 2021
- Qdoba Mexican EatsOct 2019 to Mar 2020
- Oregon State UniversitySep 2019 to Sep 2022
- National Public Radio (npr)Jun 2019 to Sep 2019
- Oregon Public BroadcastingJun 2019 to Aug 2019
- University of OregonSep 2018 to Jul 2019
- University of Oregon Central KitchenAug 2018 to Jun 2019
- StudentSep 2017 to Jul 2018
- Jackson Commercial ConstructionMay 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
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
- 7724291
- Firm CRD
- 107342