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Michael Mclean Klos

Fisher Investments

Plano, TX

Stillwater, MN

CRD 7041574

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-07-16
TX RA APPROVED_RES 2022-09-07
WA RA APPROVED 2018-11-27
  • MN RA
    APPROVED
    Since 2025-07-16
  • TX RA
    APPROVED_RES
    Since 2022-09-07
  • WA RA
    APPROVED
    Since 2018-11-27

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Stillwater, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Wisconsin Madison WI 08/2014 08/2018
American Family Insurance Madison WI 05/2017 08/2017
Fisher Investments Camas WA 08/2018 Present
  • 08/2014 → 08/2018
    University Of Wisconsin
    Madison, WI
  • 05/2017 → 08/2017
    American Family Insurance
    Madison, WI
  • 08/2018 → Present
    Fisher Investments
    Camas, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-27
  • S65 Uniform Investment Adviser Law Examination
    2018-11-27

View on SEC IAPD

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