Joshua Makana Sanderson

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

• 05/2020 → 10/2024
  1Stphorm
  Fenton, MO
• 09/2015 → 02/2020
  Northwestern University
  Evanston, IL
• 02/2020 → 05/2020
  Unemployed
  Naples, FL
• 11/2024 → 05/2026
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 11/2024 → 05/2026
  Northwestern Mutual Investment Services Llc
  Sunset Hills, MO
• 05/2025 → 05/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2026 → Present
  Fisher Investments
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-12
• S63 Uniform Securities Agent State Law Examination
  2025-03-01

Other Names

• Joshua Makana Sanderson
• Josh Sanderson