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Brant Brubaker

Fisher Investments

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About Brant Brubaker

Brant Brubaker is an investment advisor representative at Fisher Investments. Brant has been in the industry since 1996. Brant has a Series 63, Series 65, Series 3 and Series 6 licenses. Brant has a history of working with high-net-worth individuals, insurance companies, charitable organizations, corporations, and individuals other than high-net-worth. Brant specializes in financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

Firm Information

Brant Brubaker is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Brant Brubaker’s Registration & Firm History

TX

06/30/2021 - Present

Fisher Investments (PLANO TX)

MD

03/27/1996 - 06/18/1996

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 04/08/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2009

Series 3 - National Commodity Futures Examination

BC

Issued 03/26/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brant Brubaker.
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