Cole Filler

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

• 02/2021 → Present
  Fisher Investments
  Tampa, FL
• 02/2021 → 02/2023
  Fisher Investments
  Tampa, FL
• 01/2019 → 12/2020
  University Of West Florida
  Pensacola, FL
• 08/2018 → 12/2018
  Minnesota State University
  Mankato, MN
• 08/2017 → 05/2018
  Bemidji State University
  Bemidji, MN
• 08/2016 → 05/2017
  Corpus Christi Icerays
  Corpus Christi, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-14