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Michael Joshua Whitbeck

Fisher Investments

Plano, TX

Camas, WA

CRD 8096576

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-06-13
TX RA APPROVED 2025-06-13
WA RA APPROVED 2025-06-13
  • OR RA
    APPROVED
    Since 2025-06-13
  • TX RA
    APPROVED
    Since 2025-06-13
  • WA RA
    APPROVED
    Since 2025-06-13

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Camas WA 09/2021 Present
Moda Health Insurance Portland OR 09/2019 09/2021
Providence Health Plans Beaverton OR 04/2011 09/2019
  • 09/2021 → Present
    Fisher Investments
    Camas, WA
  • 09/2019 → 09/2021
    Moda Health Insurance
    Portland, OR
  • 04/2011 → 09/2019
    Providence Health Plans
    Beaverton, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-12
  • S65 Uniform Investment Adviser Law Examination
    2025-06-12
Other Names
  • Michael Whitbeck

View on SEC IAPD

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