Evan Arthur Windisch

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

• 02/2016 → 10/2016
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 02/2016 → 10/2016
  Northwestern Mutual Investment Services Llc
  Morristown, NJ
• 10/2016 → Present
  Fisher Investments
  Camas, WA

Other Businesses

| Name of the other business: CAMAS LACROSSE | Investment-related? NO | Address of the other business: 26900 SE 15TH STREET CAMAS WA 98607 | Nature of the other business: COACHING | Position, title, or relationship with the other business: GOALIE COACH | Start date of your relationship: 2/27/18 | Approximate number of hours/month you devote to the other business: 11-20 | Number of hours you devote to the other business during securities trading hours: 0 | Duties relating to the other business: COACHING HIGH SCHOOL LACROSSE ?Name of the other business: MADLAX OREGON LACROSSE ?Investment-related? NO ?Address of the other business: 4017 N ALBINA AVENUE, PORTLAND, OR 97227 ?Nature of the other business: SPORTS TEAMS CLINICS & SPORTS CAMPS ?Position, title, or relationship with the other business: COACH ?Start date of your relationship: 9/23/18 ?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: RUNNING CLINICS FOR LACROSSE GOALIES ON SUNDAYS | Name of the other business: CENTRAL CATHOLIC HIGH SCHOOL | Investment-related? NO | Address of the other business: 2401 SE Stark St, Portland, OR 97214 | Nature of the other business: COACHING | Position, title, or relationship with the other business: GOALIE COACH | Start date of your relationship: 2/27/18 | Approximate number of hours/month you devote to the other business: 11-20 | Number of hours you devote to the other business during securities trading hours: 0 | Duties relating to the other business: COACHING HIGH SCHOOL LACROSSE Name of the other business: Central Catholic High School Investment-related? No Address of the other business: 2401 SE Stark St, Portland, OR 97214 Nature of the business: Coaching Position/Title: Coach Start Date: 03/14/22 Hours per month: 6 - 10 hours Hours during securities trading hours: 0 Duties: Sports coach

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-05
• S63 Uniform Securities Agent State Law Examination
  2016-04-08

Other Names

• Evan Windisch