Wyatt James Ray Mansfield

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

• 05/2022 → 04/2024
  Key Bank
  Portland, OR
• 05/2021 → 05/2022
  Longhorn Geomatics
  Portland, OR
• 09/2019 → 12/2021
  Portland State University
  Portland, OR
• 08/2017 → 09/2019
  Grand Canyon University
  Phoenix, AZ
• 09/2013 → 08/2017
  Hood River Valley High School
  Hood River, OR
• 01/2023 → 04/2024
  Key Investment Services Llc
  Portland, OR
• 05/2024 → 03/2025
  Wells Fargo Clearing Services, Llc
  Portland, OR
• 05/2024 → 03/2025
  Wells Fargo Bank, Na
  Portland, OR
• 02/2015 → 12/2017
  Subway
  Hood River, OR
• 10/2019 → 02/2020
  Starbucks
  Portland, OR
• 05/2018 → 08/2018
  Nate Clark Painting
  Parkdale, OR
• 04/2019 → 09/2019
  Nate Clark Painting
  Parkdale, OR
• 06/2020 → 08/2020
  Nate Clark Painting
  Parkdale, OR
• 02/2020 → 04/2020
  Towne Park
  Portland, OR
• 08/2020 → 11/2020
  Longhorn Geomatics
  Portland, OR
• 11/2020 → 05/2021
  Towne Park
  Portland, OR
• 03/2025 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2024-05-29 → 2025-03-13
  Wells Fargo Clearing Services, Llc
  Vancouver, WA
  Portland, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-28
• S63 Uniform Securities Agent State Law Examination
  2023-03-21

Other Names

• Wyatt Mansfield
• Wyatt James Ray Mansfield