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Michael Daniel Wagner

Fisher Investments

Plano, TX

Erie, CO

CRD 5090722

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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_RES 2022-02-08
CO RA APPROVED 2018-08-22
  • TX RA
    APPROVED_RES
    Since 2022-02-08
  • CO RA
    APPROVED
    Since 2018-08-22

Branch Locations

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

Erie, CO • 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
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 07/2010 06/2018
Tiaa Denver CO 07/2010 06/2018
Fisher Investments Camas WA 08/2018 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-01
S63 Uniform Securities Agent State Law Examination 2006-03-31
  • S65 Uniform Investment Adviser Law Examination
    2007-08-01
  • S63 Uniform Securities Agent State Law Examination
    2006-03-31
Other Names
  • Michael D Wagner

View on SEC IAPD

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