Ryan Michael Klemptner

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

• 03/2021 → Present
  Fisher Investments
  Tampa, FL
• 06/2020 → 02/2021
  Ss&C Technologies
  Columbus, OH
• 08/2019 → 12/2019
  Granite Capital Management
  Columbus, OH
• 06/2019 → 08/2019
  Sage Hill Capital
  Ann Arbor, MI
• 05/2016 → 08/2018
  Travis Pointe Country Club
  Ann Arbor, MI
• 08/2016 → 06/2020
  Denison University
  Granville, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-14

Other Names

• Ryan Klemptner