Beck Wilson Moore

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

• 08/2024 → 11/2025
  Robert W. Baird & Co. Incorporated
  Boulder, CO
• 08/2023 → 08/2024
  University Of Arizona
  Tucson, AZ
• 05/2023 → 08/2023
  Robert W. Baird & Co. Incorporated
  Boulder, CO
• 08/2022 → 05/2023
  University Of Arizona
  Tucson, AZ
• 05/2022 → 08/2022
  Mountain Angler
  Breckenridge, CO
• 08/2021 → 05/2022
  University Of Arizona
  Tucson, AZ
• 05/2021 → 08/2021
  Lja Construction
  Dillon, CO
• 08/2020 → 05/2021
  University Of Arizona
  Tucson, AZ
• 06/2020 → 08/2020
  Thetford Landscaping
  Breckenridge, CO
• 08/2019 → 06/2020
  Unemployed
  Wilkes Barre / Scranton, PA
• 06/2019 → 08/2019
  Beso Mexican Restaurant
  Morrison, CO
• 08/2018 → 06/2019
  Unemployed
  Wilkes Barre / Scranton, PA
• 06/2018 → 08/2018
  Cws Water Treatment
  Parker, CO
• 08/2016 → 06/2018
  Unemployed
  Lakewood, CO
• 04/2026 → Present
  Fisher Investments
  Plano, TX
• 11/2025 → 04/2026
  Unemployed
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-18

Other Names

• Beck W Moore
• Beck Moore