Norah Elizabeth Winkler

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

• 11/2018 → Present
  Fisher Investments
  Camas, WA
• 10/2016 → 11/2018
  Fisher Investments
  Camas, WA
• 01/2015 → 10/2016
  Fisher Investments
  Camas, WA

Other Businesses

| Name of the other business: GODAI NINPO ASSOCIATION | Investment-related? NO | Address of the other business: N/A | Nature of the other business: ADULT MARTIAL ARTS INSTRUCTION | Position, title, or relationship with the other business: MARTIAL ARTS INSTRUCTOR | Start date of your relationship: 01/01/2015 | Approximate number of hours/month you devote to the other business: 6-10 | Number of hours you devote to the other business during securities trading hours: 0 | Duties relating to the other business: MARTIAL ARTS INSTRUCTION â?¢Name of the other business: RENTAL PROPERTY â?¢Investment-related? NO â?¢Address of the other business: 8168 N DELAWARE AVE PORTLAND, OR 97217 â?¢Nature of the other business: RENTAL PROPERTY â?¢Position, title, or relationship with the other business: HOST â?¢Start date of your relationship: 2/1/21 â?¢Approximate number of hours/month you devote to the other business: SIX TO TEN â?¢Number of hours you devote to the other business during securities trading hours: ZERO â?¢Duties relating to the other business: COORDINATE STAYS, CLEAN, HOST GUESTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-19

Other Names

• Norah Elizabeth Kelly