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Robert Sean Kofoed

Fisher Investments

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About Robert Sean Kofoed

Robert Sean Kofoed is a registered Investment Advisor Representative with Fisher Investments. Robert has been with Fisher Investments since August 2012. Robert is registered in Texas and has passed the Series 7, 63 and 66 exams. Previously, Robert worked at WELLS FARGO ADVISORS, LLC in Salt Lake City, UT, E*TRADE SECURITIES LLC in Sandy, UT, WM FINANCIAL SERVICES, INC. in Lewisville, TX, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY in Minneapolis, MN.

Firm Information

Robert Kofoed 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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Robert Kofoed’s Registration & Firm History

TX

11/17/2021 - Present

Fisher Investments (PLANO TX)

UT

02/27/2012 - 08/08/2012

WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)

UT

09/09/2010 - 10/26/2011

E*TRADE SECURITIES LLC (SANDY UT)

TX

07/21/2005 - 09/22/2006

WM FINANCIAL SERVICES, INC. (LEWISVILLE TX)

MN

04/13/2004 - 03/14/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/13/2004 - 03/14/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/28/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Sean Kofoed.
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