Daniel Edwards Diehl

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

• 12/2019 → 05/2023
  Caelestibus Wealth Management
  Vero Beach, FL
• 02/2022 → 12/2022
  Cs Planning Corp.
  Portland, OR
• 11/2015 → 10/2019
  Vertical Vision Financial Marketing
  Kennesaw, GA
• 12/2019 → 05/2023
  G & L Financial Planning
  Vero Beach, FL
• 03/2024 → Present
  Fisher Investments
  Tampa, FL
• 05/2023 → 03/2024
  Unemployed
  Tampa, FL

Previous Registrations

• 2022-04-18 → 2023-01-30
  Cs Planning Corp
  Portland, OR
  Vero Beach, FL

Other Businesses

Daniel Diehl is a licensed independent insurance agent with capability to sell life insurance and annuities. Start date is 04/2019. Daniel devotes approximately zero hours per week for these duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-14