Stephen William Nykamp

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

• 06/2013 → 04/2023
  Personal Capital Advisors
  San Francisco, CA
• 04/2023 → 05/2024
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 05/2024 → Present
  Fisher Investments
  San Mateo, CA

Previous Registrations

• 2023-04-03 → 2024-05-10
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2013-10-17 → 2023-04-03
  Personal Capital Advisors Corporation
  Greenwood Village, CO
• 2010-11-12 → 2013-06-06
  Tmfs-San Francisco-Oakland, Llc
  Pleasanton, CA
  Santa Clara, CA
• 2009-09-23 → 2010-06-01
  Cetera Wealth Services, Llc
  Grants Pass, OR
  Walnut Creek, CA

Exams

• S66 Uniform Combined State Law Examination
  2006-12-15

Designations

• Certified Financial Planner

Other Names

• Steve Nykamp