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Joel Holtcamp

Fisher Investments

Plano, TX

CRD 8207516

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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
TX RA APPROVED 2026-02-18
  • TX RA
    APPROVED
    Since 2026-02-18

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
First Merchants Bank Munster IN 05/2024 08/2025
Fisher Investments Plano TX 10/2025 Present
Full - Time Education Merrillville IN 08/2015 05/2019
Lee University Cleveland TN 08/2019 05/2020
Kankakee Community College Kankakee IL 08/2020 05/2022
Indiana University Bloomington IN 08/2022 05/2024
Trade Home Shoes Merrillville IN 12/2019 01/2020
Lifeguard Chesterton IN 05/2022 07/2022
First Merchants Bank Munster IN 05/2023 08/2023
Unemployed Saint John IN 05/2019 08/2019
  • 05/2024 → 08/2025
    First Merchants Bank
    Munster, IN
  • 10/2025 → Present
    Fisher Investments
    Plano, TX
  • 08/2015 → 05/2019
    Full - Time Education
    Merrillville, IN
  • 08/2019 → 05/2020
    Lee University
    Cleveland, TN
  • 08/2020 → 05/2022
    Kankakee Community College
    Kankakee, IL
  • 08/2022 → 05/2024
    Indiana University
    Bloomington, IN
  • 12/2019 → 01/2020
    Trade Home Shoes
    Merrillville, IN
  • 05/2022 → 07/2022
    Lifeguard
    Chesterton, IN
  • 05/2023 → 08/2023
    First Merchants Bank
    Munster, IN
  • 05/2019 → 08/2019
    Unemployed
    Saint John, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-18
  • S65 Uniform Investment Adviser Law Examination
    2026-02-18

View on SEC IAPD

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