William Evan Meessen

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers

Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-07-12
WA	RA	APPROVED	2011-03-08

TX RA
APPROVED_RES

Since 2023-07-12
WA RA
APPROVED

Since 2011-03-08

Branch Locations

5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fisher Investments	Woodside	CA	10/2008	Present

10/2008 → Present

Fisher Investments

Woodside, CA

Other Businesses

?Name of the other business: FIRST PLACE NEIGHBORHOOD ASSOCIATION ?Investment-related? NO ?Address of the other business: VANCOUVER, WA 98684 ?Nature of the other business: NON PROFIT NEIGHBORHOOD ASSOCIATION ?Position, title, or relationship with the other business: TREASURER ?Start date of your relationship: 02/01/19 ?Approximate number of hours/month you devote to the other business: ONE TO FIVE ?Number of hours you devote to the other business during securities trading hours: ZERO ?Duties relating to the other business: COLLECTIONS, BILLS, AND BOOK KEEPING

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-03-07

S65 Uniform Investment Adviser Law Examination

2011-03-07

View on SEC IAPD