Zachary Joseph Daniel

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

• 02/2021 → 11/2023
  Digital Edge Wealth Management, Llc
  Salem, OR
• 10/2019 → 03/2021
  Salem Health
  Salem, OR
• 02/2019 → 12/2020
  Coulee Region Bitcoin Enterprises
  Lacrosse, WI
• 02/2019 → 07/2019
  Three Oaks Health Center
  Marshfield, WI
• 05/2017 → 07/2018
  Gundersen Hospital
  Lacrosse, WI
• 08/2015 → 04/2017
  Onalaska Care Center
  Onalaska, WI
• 09/2014 → 06/2019
  University Of Wisconsin Lacrosse
  Lacrosse, WI
• 12/2023 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2021-08-05 → 2023-11-30
  Digital Edge Wealth Management, Llc
  Salem, OR

Other Businesses

BZA PROPERTIES; NON-INVESTMENT RELATED; 1708 DOEMEL ST, OSHKOSH, WI 54901; INVESTMENT PROPERTY OWNERSHIP/MANAGEMENT -50% OWNERSHIP SHARE; START 03/2021; 8 HOURS PER MONTH NOT DURING SECURITIES TRADING OR BUSINESS HOURS; DUTIES: PROVIDED CAPITAL. PARTNER MANAGES. DAY ONE ESTATES LLC: NON-INVESTMENT RELATED; 3094 FAIRWAY VIEW CT, HUBERTUS WI 53033. INVESTMENT PROPERTY OWNERSHIP/MANAGEMENT -35% OWNERSHIP SHARE. SINCE APRIL 2023. 2 HOURS PER MONTH NOT DURING SECURITIES TRADING OR BUISNESS HOURS. DUTIES ARE LIMITED TO OCCASIONAL LOGISTICAL TASKS INVOLVING BANKING/CONTRACTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-10