Michael Gillard

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

• 06/2021 → Present
  Fisher Investments
  Camas, WA
• 04/2021 → 07/2021
  Sports Enterprises Inc.
  Keizer, OR
• 09/2020 → 03/2021
  Oregon State University
  Corvallis, OR
• 06/2020 → 09/2020
  Stafford Hills Club
  Tualatin, OR
• 09/2019 → 06/2020
  Oregon State University
  Corvallis, OR
• 07/2019 → 09/2019
  Morgan Stanley
  Portland, OR
• 09/2018 → 06/2019
  Oregon State University
  Corvallis, OR
• 06/2018 → 08/2018
  U-Haul International Inc.
  Lake Oswego, OR
• 09/2017 → 06/2018
  Oregon State University
  Corvallis, OR
• 06/2017 → 09/2017
  Five Guys Enterprises
  Tualatin, OR
• 09/2016 → 06/2017
  Oregon State University
  Corvallis, OR
• 06/2016 → 09/2016
  Five Guys Enterprises
  Tualatin, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-08