Nicholas Dukarm

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

• 07/2023 → 07/2024
  Royal United Mortgage
  Indianapolis, IN
• 02/2023 → 05/2023
  Group Management Services
  Indianapolis, IN
• 07/2022 → 01/2023
  Backhaul Direct
  Indianapolis, IN
• 05/2021 → 08/2021
  Caliber Smart
  Provo, UT
• 05/2019 → 08/2019
  Kohler Catering
  Dayton, OH
• 08/2014 → 05/2018
  Guerin Catholic High School
  Noblesville, IN
• 05/2018 → 08/2018
  The Outside Guys
  Dayton, IN
• 08/2018 → 05/2019
  Purdue University
  West Lafayette, IN
• 08/2019 → 05/2020
  Purdue University
  West Lafayette, IN
• 07/2020 → 05/2021
  Purdue University
  West Lafayette, IN
• 08/2021 → 05/2022
  Purdue University
  West Lafayette, IN
• 09/2024 → Present
  Fisher Investments
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-23