Michael David Kooyman

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

• 08/2016 → 03/2018
  Massmutual Life Insurance Company
  Salt Lake City, UT
• 11/2016 → 03/2018
  Mml Investors Services, Llc
  Salt Lake City, UT
• 04/2014 → 09/2016
  Jlb Companies
  Salt Lake City, UT
• 03/2018 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2017-03-21 → 2018-03-05
  Mml Investors Services, Llc
  Lehi, UT

Other Businesses

NAME: JLB COMPANIES INV REL: N ADD: 2319 S FOOTHILL DRIVE, SUITE 220 SLC UT 84109 NAUTRE: BUSINESS CONSULTANT TO A PRIVATELY OWNED COMPANY POSITION: INDEPENDENT BUSINESS CONSULTANT START DATE: 2014 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-08
• S63 Uniform Securities Agent State Law Examination
  2017-01-30

Other Names

• Mike Kooyman