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William Edwin Meihoff

Fisher Investments

Plano, TX

Camas, WA

CRD 2118919

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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 2023-09-26
WA RA APPROVED 2018-04-26
  • TX RA
    APPROVED
    Since 2023-09-26
  • WA RA
    APPROVED
    Since 2018-04-26

Branch Locations

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

5525 Nw Fisher Creek Drive, 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
Mosaic Research Portland OR 02/2002 03/2018
Irc Securities Llc New York NY 08/2012 03/2018
Fisher Investments Camas WA 04/2018 Present
  • 02/2002 → 03/2018
    Mosaic Research
    Portland, OR
  • 08/2012 → 03/2018
    Irc Securities Llc
    New York, NY
  • 04/2018 → Present
    Fisher Investments
    Camas, WA
Previous Registrations
  • 2004-12-08 → 2018-04-09
    Mosaic Research, Inc.
    Portland , OR
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-08-30
S65 Uniform Investment Adviser Law Examination 2004-12-07
  • S63 Uniform Securities Agent State Law Examination
    2012-08-30
  • S65 Uniform Investment Adviser Law Examination
    2004-12-07
Designations
  • Chartered Financial Analyst
Other Names
  • Bill Meihoff

View on SEC IAPD

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