Justin Kolzow

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

• 06/2022 → Present
  Fisher Investments
  Tampa, FL
• 08/2021 → 06/2022
  First Tier Performance
  Tampa, FL
• 10/2020 → 10/2021
  Crunch Fitness
  Tampa, FL
• 12/2018 → 03/2020
  Darden
  Fargo, ND
• 03/2020 → 10/2020
  Costco
  Bolingbrook, IL
• 01/2017 → 05/2018
  Costco
  Naperville, IL
• 12/1999 → 01/2017
  Unemployed
  Aurora, IL
• 05/2018 → 12/2018
  Minnesota State University Moorhead
  Moorhead, MN

Other Businesses

First Tier Entertainment- owner Not investment related Create some different forms of media- predominantly a podcast. Started may of 2022 approximately 4-6 hours/month... 0 during trading hours I simply record and produce the podcast while look at putting together some other forms of media. Nothing related to investing or Fisher by any means.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-17