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Katie Charlotte Rutter

Fisher Investments

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About Katie Charlotte Rutter

Katie Charlotte Rutter is a registered investment advisor representative with Fisher Investments. Katie has been in the financial industry since 2015 and has worked for a number of firms, including Vanguard Marketing Corporation and North Western Mutual. Katie is licensed to provide investment advice in Texas and Washington. She holds the Series 7, Series 63, and Series 66 licenses, and the SIE designation. Katie works with a variety of clients, including individuals, families, businesses, charitable organizations, and trusts. Katie specializes in providing portfolio management, financial planning, and investment advisory services.

Firm Information

Katie Rutter 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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Katie Rutter’s Registration & Firm History

TX

03/17/2021 - Present

Fisher Investments (PLANO TX)

NC

10/11/2016 - 03/16/2021

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 01/02/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katie Charlotte Rutter.
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