Ross Charles Von Minden

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

• 06/2015 → 04/2017
  Raymond James & Associates
  Lincoln, NE
• 04/2017 → 11/2020
  Personal Capital Advisors Corporation
  Denver, CO
• 11/2020 → Present
  Fisher Investments
  Franklin, TN

Previous Registrations

• 2017-04-10 → 2020-11-17
  Personal Capital Advisors Corporation
  Denver, CO
  Denver, CO
• 2015-07-20 → 2017-04-18
  Raymond James & Associates, Inc.
  Lincoln, NE
• 2014-01-17 → 2015-07-16
  Rbc Capital Markets, Llc
  Lincoln, NE

Exams

• S66 Uniform Combined State Law Examination
  2014-01-16

Designations

• Certified Financial Planner

Other Names

• Ross Von Minden