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Kataya Lorelei Plett

Fisher Investments

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About Kataya Lorelei Plett

Kataya Lorelei Plett is a registered investment advisor representative with Fisher Investments. Kataya has been in the financial services industry since 2017 and holds the Series 66, Series 7TO and SIE exams. Kataya has experience working with high-net-worth individuals, charitable organizations, investment companies, pooled investment vehicles, corporations or other businesses and individuals other than high-net-worth. Kataya specializes in portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies and portfolio management for pooled investment vehicles. Kataya is registered in Oregon, Texas and Washington.

Firm Information

Kataya Plett 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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Kataya Plett’s Registration & Firm History

WA

03/18/2024 - Present

Fisher Investments (Camas WA)

OR

12/07/2022 - 03/14/2023

LPL FINANCIAL LLC (PORTLAND OR)

AZ

11/13/2020 - 06/09/2021

LPL FINANCIAL LLC (Tucson AZ)

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Licenses & Designations

BOTH

Issued 12/29/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kataya Lorelei Plett.
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