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Kevin M Wright

Kevin M. Wright

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CRD#: 5770745
Kevin M Wright
Kevin M Wright

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin M Wright, CFP®, who also goes by Kevin M Wright, Kevin Wright, was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 2010. Kevin had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Min. Asset: Under $50K

Services Offered

Retirement Planning
Insurance Planning
Comprehensive Financial Planning

Biography

I believe that everyone deserves to be prudently invested. Therefore, it is my role to strategize with clients to create a financial plan that will effectively help them work toward their financial goals while also mitigating any unnecessary investment risk.

Aliases

Kevin M Wright | Kevin Wright

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2019

Education

Central Michigan University

Bachelor of Arts (BA) - Interpersonal and Public Communication

2007

Experience

Past

April 23, 2025 - July 22, 2026

FISHER INVESTMENTS

RIA
CRD#: 107342
Novi, MI
Past

March 31, 2025 - April 11, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BOSTON, MA
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
NOVI, MI
Past

February 11, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
NOVI, MI
Past

December 15, 2014 - April 11, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
NOVI, MI
Past

June 3, 2011 - November 26, 2014

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
SALINE, MI
Past

April 9, 2010 - May 26, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NORTHVILLE, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FISHER INVESTMENTS
FISHER INVESTMENTS
FISHER ASSET MANAGEMENT, LLC | FISHER INVESTMENTS,INC. | FISHER INVESTMENTS

CRD#: 107342 / SEC#: 801-29362

RIA
Registered Investment Advisory firm - (3/26/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/11/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/16/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/9/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/7/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FISHER INVESTMENTS
FISHER INVESTMENTS
FISHER ASSET MANAGEMENT, LLC | FISHER INVESTMENTS,INC. | FISHER INVESTMENTS

CRD#: 107342 / SEC#: 801-29362

RIA
Registered Investment Advisory firm - (3/26/1987 Approved)
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Contact information

Main Address
6500 International Pkwy Ste 2050, Plano, TX 75093-8222
Mailing Address
Phone number
(800) 851-8845
Established
Firm type
Fiscal year end
# of Employees
4,369

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INSTITUTIONAL (2/11/2026)
CANADA PRIVATE CLIENT (2/11/2026)
UNITED KINGDOM PRIVATE CLIENT (2/11/2026)
PRIVATE CLIENT (2/11/2026)

Regulatory assets under management

Total Number of Accounts422,516
AUM (Assets Under Management)$ 386,669,724,038

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FISHER INVESTMENTS

FISHER INVESTMENTS

Vice President, Financial ConsultantCRD#: 107342

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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