Bode Magnuson

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

• 07/2025 → Present
  Fisher Investments
  Tampa, FL
• 10/2023 → 07/2025
  H2Flo
  Orlando, FL
• 07/2023 → 06/2024
  In Record Time Inc.
  Fort Lauderdale, FL
• 08/2021 → 05/2025
  University Of Central Florida
  Orlando, FL
• 09/2017 → 06/2021
  Pequot Lakes High School
  Pequot Lakes, MN
• 09/2016 → 06/2017
  Pequot Lakes Middle School
  Pequot Lakes, MN
• 09/2014 → 06/2016
  Sauk Rapids Rice Middle School
  Sauk Rapids, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-16