Kevin Aragon Gonzalez

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

• 09/2016 → 09/2020
  University Of Oregon
  Eugene, OR
• 09/2012 → 09/2016
  Aloha High School
  Aloha, OR
• 10/2014 → 09/2016
  Creekside Retirement Home
  Beaverton, OR
• 06/2017 → 01/2019
  Adidas Employee Store
  Portland, OR
• 09/2020 → 01/2021
  Seven Arrows
  Tualatin, OR
• 02/2021 → 05/2021
  Pacific Capital Resource Group Inc.
  Bellevue, WA
• 02/2021 → 05/2021
  Royal Alliance
  Bellevue, WA
• 04/2021 → 12/2023
  Massmutual Life Insurance Company
  Lake Oswego, OR
• 06/2021 → 12/2023
  Mml Investor Services
  Lake Oswego, OR
• 12/2023 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2022-03-10 → 2023-12-08
  Mml Investors Services, Llc
  Lake Oswego, OR

Exams

• S66 Uniform Combined State Law Examination
  2022-02-25

Other Names

• Kevin Joshue Aragon
• Kevin Joshue Aragon Gonzalez