Amy L Ciesielka

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

• 02/2018 → 03/2021
  Bankers Life And Casualty
  Portland, OR
• 01/2007 → 12/2017
  Aplus Mobile, Inc.
  Oregon City, OR
• 03/2021 → 12/2021
  Encompass More, A Division Of Verity Asset Management
  Durham, NC
• 03/2021 → 12/2021
  Appreciation Financial
  Henderson, NV
• 10/2019 → 03/2021
  Bankers Life Advisory Services
  Portland, OR
• 01/2022 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2021-05-11 → 2022-01-03
  Verity Asset Management
  Portland, OR
  Durham, NC
• 2019-12-10 → 2021-04-15
  Bankers Life Advisory Services, Inc.
  Portland, OR
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-02