Nicholas Patton

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

• 04/2025 → Present
  Fisher Investments
  Plano, TX
• 08/2024 → 12/2024
  North American Senior Benefits
  Taylor, MI
• 05/2023 → 08/2024
  Barton Hills Country Club
  Ann Arbor, MI
• 08/2020 → 08/2024
  Concordia University Ann Arbor
  Ann Arbor, MI
• 01/2024 → 08/2024
  Metropolis
  Detroit, MI
• 09/2015 → 06/2020
  Allen Park High School
  Allen Park, MI
• 01/2025 → 04/2025
  Unemployed
  Taylor, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-19