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William Helmer

Fisher Investments

Plano, TX

Camas, WA

CRD 7579738

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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

AuthorityCategoryStatusDate
OR RA APPROVED 2026-02-10
TX RA APPROVED_RES 2026-02-09
WA RA APPROVED 2022-08-12
  • OR RA
    APPROVED
    Since 2026-02-10
  • TX RA
    APPROVED_RES
    Since 2026-02-09
  • WA RA
    APPROVED
    Since 2022-08-12

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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
OrganizationCityStateFromTo
Fisher Investments Camas WA 04/2022 Present
Willow Home School San Diego CA 09/2020 03/2022
Ymca Seattle CA 05/2020 09/2020
Positive Adventures San Diego CA 07/2017 11/2019
Medical Leave Seattle WA 11/2019 05/2020
University Of San Diego San Diego CA 09/2013 05/2017
  • 04/2022 → Present
    Fisher Investments
    Camas, WA
  • 09/2020 → 03/2022
    Willow Home School
    San Diego, CA
  • 05/2020 → 09/2020
    Ymca
    Seattle, CA
  • 07/2017 → 11/2019
    Positive Adventures
    San Diego, CA
  • 11/2019 → 05/2020
    Medical Leave
    Seattle, WA
  • 09/2013 → 05/2017
    University Of San Diego
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-11
  • S65 Uniform Investment Adviser Law Examination
    2022-08-11
Other Names
  • Will Helmer

View on SEC IAPD

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