Andrew Daniel Hilgenberg

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

• 08/2010 → 03/2019
  Fidelity Investments
  Merrimack, NH
• 07/2018 → 03/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 12/2019 → Present
  Fisher Investments
  Camas, WA
• 03/2019 → 12/2019
  Extended Travel
  Highland, UT

Previous Registrations

• 2018-07-13 → 2019-03-11
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2011-09-23 → 2018-07-13
  Strategic Advisers Llc
  Naperville, IL
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2011-09-22
• S63 Uniform Securities Agent State Law Examination
  2010-11-19

Other Names

• Andy Hilgenberg
• Andy Daniel Hilgenberg
• Andy D. Hilgenberg
• Andrew D. Hilgenberg
• Andrew Hilgenberg