Inactive

Cody Bussell

Fisher Investments

Huntersville, NC

CRD 7491721

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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

Authority	Category	Status	Date
NC	RA	APPROVED	2026-06-19
TX	RA	APPROVED	2023-07-17
WA	RA	APPROVED	2022-02-22

NC RA
APPROVED

Since 2026-06-19
TX RA
APPROVED

Since 2023-07-17
WA RA
APPROVED

Since 2022-02-22

Branch Locations

Huntersville, NC • United States

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

Organization	City	State	From	To
Fisher Investments	Camas	WA	01/2022	Present
Thompson Private Wealth	Sioux Falls	SD	05/2018	10/2021
Allied Millennial Partners	New York	NY	05/2017	08/2017
South Dakota State University	Brookings	SD	01/2016	12/2018

01/2022 → Present

Fisher Investments

Camas, WA
05/2018 → 10/2021

Thompson Private Wealth

Sioux Falls, SD
05/2017 → 08/2017

Allied Millennial Partners

New York, NY
01/2016 → 12/2018

South Dakota State University

Brookings, SD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-02-22

S65 Uniform Investment Adviser Law Examination

2022-02-22

View on SEC IAPD

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