Blake Winslow

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

• 07/2022 → Present
  Fisher Investments
  Plano, TX
• 09/2017 → 05/2022
  University Of Arizona
  Tucson, AZ
• 09/2018 → 05/2019
  University Of Arizona - Eller College Of Management
  Tucson, AZ
• 06/2019 → 08/2019
  Chubb Fire & Security
  Sydney
• 12/2016 → 07/2017
  Target
  Phoenix, AZ
• 01/2015 → 11/2016
  Student/Unemployed
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-13