Matthew Robert Nikkel

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

• 07/2020 → 03/2021
  Guardian Life Insurance Company
  Greenwood Village, CO
• 10/2011 → 11/2019
  Sm Energy
  Denver, CO
• 11/2020 → 03/2021
  Park Avenue Securities
  Greenwood Village, CO
• 11/2019 → 07/2020
  Unemployed
  Denver, CO
• 04/2021 → 01/2022
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 02/2022 → 09/2024
  Broadridge Financial
  Denver, CO
• 10/2024 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2021-04-27 → 2022-02-25
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 2021-01-28 → 2021-03-02
  Park Avenue Securities Llc
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2020-12-05

Designations

• Chartered Financial Analyst

Other Names

• Matthew Nikkel
• Matt R. Nikkel
• Matthew R. Nikkel