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Bridgette Dawn Michaud

Fisher Investments

Tampa, FL

Plano, TX

CRD 7130088

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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
FL RA APPROVED 2026-04-28
TX RA APPROVED 2026-04-21
  • FL RA
    APPROVED
    Since 2026-04-28
  • TX RA
    APPROVED
    Since 2026-04-21

Branch Locations

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Koss Olinger Gainesville FL 05/2019 03/2023
Full-Time Education - University Of Florida Gainesville FL 08/2015 05/2019
Valmark Securities, Inc. Akron OH 09/2022 03/2023
Opinicus Tampa FL 03/2023 11/2025
Opinicus Tampa FL 11/2025 03/2026
Fisher Investments Tampa FL 04/2026 Present
  • 05/2019 → 03/2023
    Koss Olinger
    Gainesville, FL
  • 08/2015 → 05/2019
    Full-Time Education - University Of Florida
    Gainesville, FL
  • 09/2022 → 03/2023
    Valmark Securities, Inc.
    Akron, OH
  • 03/2023 → 11/2025
    Opinicus
    Tampa, FL
  • 11/2025 → 03/2026
    Opinicus
    Tampa, FL
  • 04/2026 → Present
    Fisher Investments
    Tampa, FL
Previous Registrations
  • 2026-01-27 → 2026-03-23
    Opinicus
    Tampa, FL
Designations
  • Certified Financial Planner

View on SEC IAPD

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STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
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