Joshua Bryce Neenan

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

• 08/2025 → Present
  Fisher Investments
  Plano, TX
• 08/2024 → 07/2025
  University Of Oklahoma
  Norman, OK
• 05/2024 → 08/2024
  Compass Financial Resources
  Olathe, KS
• 08/2023 → 05/2024
  University Of Oklahoma
  Norman, OK
• 05/2023 → 08/2023
  Neenan Company
  Kansas City, MO
• 08/2022 → 05/2023
  University Of Oklahoma
  Norman, OK
• 05/2022 → 08/2022
  Neenan Company
  Kansas City, MO
• 08/2021 → 05/2022
  University Of Oklahoma
  Norman, OK
• 05/2021 → 08/2021
  Neenan Company
  Kansas City, MO
• 08/2017 → 05/2021
  Rockhurst High School
  Kansas City, MO
• 01/2015 → 05/2017
  St Michael The Archangel
  Leawood, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-05

Other Names

• Josh Neenan