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Kenneth Paul Schweitzer

Fisher Investments

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About Kenneth Paul Schweitzer

Kenneth Paul Schweitzer is an investment advisor representative with Fisher Investments. Kenneth Schweitzer has been registered with FINRA since 09/25/2000. Kenneth Schweitzer's current employer, Fisher Investments, was founded in 1979. Fisher Investments specializes in providing financial planning, portfolio management services for individuals, businesses, pooled investment vehicles, investment companies, and other investment advisers. Fisher Investments' main office is located in Plano, Texas. Kenneth Schweitzer's office is located in WOODSIDE, California.

Firm Information

Kenneth Schweitzer 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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Kenneth Schweitzer’s Registration & Firm History

CA

02/16/2007 - Present

Fisher Investments (WOODSIDE CA)

CA

04/21/1998 - 11/29/1999

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

IA

Issued 12/22/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Paul Schweitzer.
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