Ryan Nelson

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

• 05/2026 → 07/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2025 → 09/2025
  D And W Marketing Inc
  Ellenton, FL
• 05/2024 → 03/2025
  Alabama Media Group
  Birmingham, AL
• 12/2021 → 05/2024
  Hilton Grand Vacations
  Orlando, FL
• 08/2021 → 12/2021
  Embassy Suites Lake Buena Vista
  Orlando, FL
• 05/2021 → 08/2021
  Cedarkirk Camp And Conference Center
  Lithia, FL
• 05/2020 → 08/2020
  Davis Yacht Services
  Vero Beach, FL
• 08/2017 → 05/2021
  Florida State University
  Tallahassee, FL
• 05/2017 → 08/2017
  Vero Beach Museum Of Art
  Vero Beach, FL
• 08/2013 → 05/2017
  Indian River Charter High School
  Vero Beach, FL
• 10/2025 → 07/2026
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2026 → 07/2026
  Northwestern Mutual Investment Services Llc
  St Petersburg, FL
• 07/2026 → Present
  Fisher Investment
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-12
• S63 Uniform Securities Agent State Law Examination
  2026-04-21

Other Names

• Ryan Nelson