Nathaniel Bodem

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

• 03/2024 → 03/2025
  Morgan Stanley
  Gilbert, AZ
• 11/2023 → 03/2024
  Associate Staffing
  Gilbert, AZ
• 09/2022 → 09/2023
  Northwestern Mutual
  Gilbert, AZ
• 04/2021 → 06/2022
  Berge Mazda Volkswagen
  Gilbert, AZ
• 10/2020 → 01/2021
  World Of Illuminations
  Tempe, AZ
• 04/2020 → 08/2020
  Costco
  Gilbert, AZ
• 05/2019 → 08/2019
  Nerd Power
  Gilbert, AZ
• 07/2013 → 05/2019
  Williams Field Highschool/Cooley Middle School
  Gilbert, AZ
• 08/2019 → 04/2020
  Arizona State University
  Tempe, AZ
• 04/2025 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2024-04-30 → 2025-04-04
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-02-02