Michelle Jeanne Erickson

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

• 04/2015 → 06/2018
  Waddell & Reed, Inc
  Eugene, OR
• 04/2015 → 06/2018
  Various Insurance Carriers For W&R Insurance Agencies
  Eugene, OR
• 03/2017 → 07/2018
  Oregon Networking Exchange
  Eugene, OR
• 07/2018 → 03/2021
  Journey Tree Financial Planning And Investments
  Eugene, OR
• 04/2021 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2019-02-14 → 2021-06-14
  Journeytree Financial Advisors
  Eugene, OR
• 2018-07-02 → 2019-02-14
  Journeytree Financial Advisors
  Eugene, OR
• 2016-01-06 → 2018-06-29
  Waddell & Reed
  Eugene, OR
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2015-02-14

Designations

• Certified Financial Planner