Isabel Finkbeiner
Investment adviser representative at Fisher Investments
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Fisher InvestmentsJun 2023 to now
- Catholic Campus Ministry At SmuAug 2022 to Jun 2023
- Southern Methodist UniversityAug 2021 to May 2023
- Baillie Lumber CompanyMay 2021 to Aug 2021
- The Gap IncMay 2020 to Dec 2021
- Full-time StudentAug 2019 to May 2023
- Full-time StudentSep 2006 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7777616
- Firm CRD
- 107342