Michael Brandon Muir

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

• 12/2014 → 03/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 02/2015 → 03/2018
  Northwestern Mutual Investment Services Llc
  Gainesville, FL
• 11/2016 → 03/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2018 → Present
  Fisher Investments
  Plano, TX

Other Businesses

Muir Consulting & Travel; No; Granada, CA; LLC - consulting for work related to travel planning; TBD; 09/2024; 1 weekly; Starting an LLC for my wife to do some consulting work related to travel planning. I will help her set things up and with running the business side

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-03
• S63 Uniform Securities Agent State Law Examination
  2015-04-07

Other Names

• Michael Muir