Danielle Marie Artz

Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• EQUITY RESEARCH SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 12/2017
  Unemployed
  Fishers, IN
• 08/2014 → 05/2017
  Indiana University
  Bloomington, IN
• 01/2018 → 07/2021
  Fisher Investmests
  Woodside, CA
• 07/2021 → Present
  William Blair
  Chicago, IL

Previous Registrations

• 2018-05-31 → 2021-07-15
  Fisher Investments
  Woodside, CA
  Plano, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-10-20
• S65 Uniform Investment Adviser Law Examination
  2018-05-31