Madison Nicole Mann

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

• 06/2019 → Present
  Fisher Investments
  Camas, WA
• 06/2018 → 05/2019
  Sycamore Land Trust
  Bloomington, IN
• 08/2017 → 08/2018
  Wheel Pizza
  Bloomington, IN
• 01/2017 → 05/2017
  Indiana University
  Bloomington, IN
• 08/2016 → 05/2019
  Indiana University
  Bloomington, IN

Other Businesses

the name of the other business; Rover whether the business is investment-related; No the address of the other business; Olympia WA the nature of the other business; Pet sitting your position; pet sitter title, or relationship with the other business; pet sitter the start date of your relationship; 06/12/23 the approximate number of hours/month you devote to the other business; 1-5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Pet sitting on an ad-hoc basis (mostly, if not entirely, weekends/holidays).

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-16