Daniel Stephen Boynton

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

• 06/2019 → 06/2022
  Washington State University Vancouver
  Vancouver, WA
• 11/2021 → 02/2022
  Enterprise
  Vancouver, WA
• 05/2022 → Present
  Mutual Of Omaha Insurance Company
  Lynnwood, WA
• 01/2013 → 05/2019
  Unemployed
  La Center, WA
• 02/2023 → Present
  Mutual Of Omaha Investor Services
  Lynnwood, WA
• 05/2025 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2023-03-01 → 2025-05-28
  Mutual Of Omaha Investor Services, Inc.
  Phoenix, AZ
  La Center, WA
  Lynnwood, WA
  La Center, WA

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-10
• S65 Uniform Investment Adviser Law Examination
  2023-02-28