Makila Nicole Ballard

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

• 02/2025 → 02/2026
  Ameriprise Financial Services Llc
  Plano, TX
• 10/2024 → 01/2025
  Stream Realty Partners
  Dallas, TX
• 08/2023 → 09/2024
  Ihop
  Frisco, TX
• 05/2022 → 04/2023
  Actalent Services
  Addison, TX
• 04/2015 → 05/2022
  Burger King
  Charlotte, NC
• 12/2021 → 04/2022
  Amazon
  Memphis, TN
• 08/2023 → 10/2023
  Walmart
  Mckinney, TX
• 07/2023 → 08/2023
  Target
  Mckinney, UT
• 03/2020 → 07/2020
  Amazon
  Kannapolis, NC
• 11/2018 → 04/2019
  Cricket Wireless
  Memphis, TX
• 05/2019 → 08/2019
  Bojangles
  Charlotte, NC
• 05/2019 → 08/2019
  Pizza Hut
  Charlotte, NC
• 12/2023 → Present
  Crestline Hotels & Resorts
  Frisco, TX
• 08/2021 → 12/2021
  Essence Fragrance
  Memphis, TN
• 08/2023 → 10/2025
  Eureka Business Group
  Plano, TX
• 05/2021 → 07/2021
  Sparetime Bowling
  Huntersville, NC
• 06/2021 → 12/2021
  Gopuff
  Charlotte, NC
• 05/2021 → 12/2021
  Instacart
  Memphis, TN
• 04/2023 → 12/2023
  Doordash
  Mckinney, TX

Previous Registrations

• 2025-06-02 → 2026-02-12
  Ameriprise Financial Services, Llc
  Plano, TX
  Plano, TX

Other Businesses

Outside Employment; Hampton Inn & Suites Legacy Park Frisco; Front Desk Supervisor/Agent --> Train new front desk personnel and attend to hotel guest during the check in and out process.; I work at the front desk of a Hilton hotel part time - Hampton Inn & Suites Legacy Park Frisco; 3199 Parkwood Blvd, , Frisco, TX, 75034; Not Investment-Related; 12/04/2023; 40 to 59 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-02

Other Names

• Makila Nicole Ballard
• Mak Ballard