Nathaniel Keith Bowman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 09/2021
  Fifth Third Bank
  Cincinnati, OH
• 01/2014 → 09/2021
  Fifth Third Securities
  Cincinnati, OH
• 09/2021 → Present
  Fisher Investments
  Cincinnattu, OH

Previous Registrations

• 2015-11-09 → 2021-09-03
  Fifth Third Securities, Inc.
  Cincinnati, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-15
• S63 Uniform Securities Agent State Law Examination
  2014-03-28

Designations

• Certified Financial Planner

Other Names

• Nathan Keith Bowman
• Nate Keith Bowman