Ross Adam Yukolis

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

• 12/2018 → 04/2019
  Mutual Of Omaha
  Phoenix, AZ
• 01/2019 → 04/2019
  Mutual Of Omaha Investor Services
  Phoenix, AZ
• 04/2018 → 12/2018
  Independent Life Agent
  Mesa, AZ
• 11/2017 → 04/2018
  Unemployed
  Danville, CA
• 01/2016 → 10/2017
  Fusionstorm
  San Francisco, CA
• 02/2019 → 01/2022
  American United Life
  Gilbert, AZ
• 04/2019 → 01/2022
  Oneamerica Securities
  Gilbert, AZ
• 03/2022 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2019-04-15 → 2022-02-08
  Oneamerica Securities, Inc.
  Gilbert, AZ
  Indianapolis, IN
• 2019-02-20 → 2019-04-15
  Mutual Of Omaha Investor Services, Inc.
  Phoenix, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-09-23
• S65 Uniform Investment Adviser Law Examination
  2019-02-19

Other Names

• Ross Yukolis