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Cedomir Prtenjak

Fisher Investments

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About Cedomir Prtenjak

Cedomir Prtenjak is an investment advisor representative with Fisher Investments, a firm that has been in business for 40 years and manages over $300 billion in assets. Cedomir has been a registered investment advisor representative since 2021 and has a Series 65 and Series 6TO license. Cedomir has been with Fisher Investments since 2023. Cedomir specializes in providing portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Cedomir can help clients with financial planning and portfolio assessment.

Firm Information

Cedomir Prtenjak 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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Cedomir Prtenjak’s Registration & Firm History

TX

08/21/2023 - Present

Fisher Investments (PLANO TX)

OH

09/14/2021 - 07/13/2022

EQUITABLE ADVISORS, LLC (CLEVELAND OH)

OH

07/15/2020 - 08/31/2021

PRUCO SECURITIES, LLC. (Mayfield Heights OH)

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Licenses & Designations

IA

Issued 08/14/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cedomir Prtenjak.
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