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Kai Schuster

Fisher Investments

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About Kai Schuster

Kai Schuster is an investment advisor representative at Fisher Investments. Kai has been working in the financial industry for over 7 years and has experience in providing financial advice to individuals, families, and businesses. Kai is registered with the state of Florida and Texas. Kai is also a Registered Representative and holds Series 7, 66, and 65 licenses. Before joining Fisher Investments, Kai worked at Edward Jones and Pacific Select Distributors, LLC. Kai is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Kai Schuster 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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Kai Schuster’s Registration & Firm History

FL

07/07/2023 - Present

Fisher Investments (TAMPA FL)

NE

06/22/2016 - 07/15/2021

PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)

FL

01/07/2015 - 04/21/2016

EDWARD JONES (MELBOURNE FL)

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Licenses & Designations

IA

Issued 08/30/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kai Schuster.
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