Zane Milton Levings
Investment adviser representative at Fisher Investments
27 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
27 years in the industry.
- Fisher InvestmentsMar 2024 to now
- Wells Fargo Bank, NAMay 2023 to Feb 2024
- Wells Fargo Clearing Services, LLCMay 2023 to Feb 2024
- AsertaloansAug 2022 to Apr 2023
- PizzahutMay 2022 to Nov 2023
- GrubhubMay 2022 to Oct 2022
- Patriot Mortgage CorpMar 2021 to Aug 2022
- BartenderSep 2020 to Mar 2021
- Linn County Road DepartmentJun 2020 to Sep 2020
- Dutch BrothersMay 2019 to Jun 2020
- Jane Dixon Real Estate TeamFeb 2019 to Jun 2019
- UnemployedSep 2018 to Feb 2019
- Dutch Brothers CoffeeMay 2017 to Sep 2018
- UnemployeedMar 1999 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- 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
- 7736203
- Firm CRD
- 107342