Christopher Cody Holbrook

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

• 09/2018 → 05/2020
  Principal Life Insurance Company
  Dublin, OH
• 04/2011 → 09/2018
  The Medallion Club
  Westerville, OH
• 11/2017 → 12/2017
  Mutual Of Omaha
  Worthington, OH
• 08/2020 → 09/2025
  Meeder Investment Management, Inc.
  Dublin, OH
• 10/2025 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2020-09-24 → 2025-10-07
  Meeder Advisory Services, Inc.
  Dublin, OH
• 2018-12-07 → 2020-05-21
  Principal Securities, Inc.
  Dublin, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-02

Other Names

• Cody Holbrook