Andreina Del Carmen Mundarain

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

• 06/2016 → 08/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2017 → 09/2019
  Northwestern Mutual Investment Services Llc
  Portland, OR
• 03/2017 → 08/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2018 → 01/2019
  Mark Meek
  Portland, OR
• 08/2018 → 09/2019
  B Wade Garber
  Portland, OR
• 08/2018 → 01/2019
  Clinton Matthew Bell
  Portland, OR
• 10/2018 → 09/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2019 → Present
  Fisher Investments
  Camas, WA

Other Businesses

the name of the other business: Belevedere Condominiums Home Owners Association whether the business is investment-related: no the address of the other business: 2928 SE Belmont Street, Portland OR 97214 the nature of the other business: Home owner's association your position: Board director/treasurer the start date of your relationship: 9/01/21 the approximate number of hours/month you devote to the other business: 1-5 hours/month the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: Assist property management company and other board members in the administration of HOA funds for building maintenance and repairs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-21
• S63 Uniform Securities Agent State Law Examination
  2017-03-13

Other Names

• Andreina Mundarain
• Andreina Del Carmen Mundarain
• Andreina Del Carmen Mundarein