Joshua William Goodwin

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

• 06/2020 → 03/2022
  Thrivent Investment Management Inc
  South Bend, IN
• 08/2019 → 05/2020
  Bankers Life
  South Bend, IN
• 08/2015 → 08/2019
  Bethel College
  Mishawaka, IN
• 06/2020 → 11/2020
  Thrivent Financial
  Appleton, WI
• 11/2017 → 06/2019
  Tradehome Shoes
  Mishawaka, IN
• 11/2020 → 03/2022
  Thrivent Financial
  Appleton, WI
• 04/2022 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2020-09-17 → 2022-03-08
  Thrivent Investment Management Inc.
  Carmel, IN
  South Bend, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-16
• S63 Uniform Securities Agent State Law Examination
  2020-08-21