Mary Katherine Wood

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

• 02/2017 → Present
  Ranch Pdx
  Portland, OR
• 01/2017 → Present
  Fisher Investments
  Camas, WA
• 06/2014 → 01/2017
  Fisher Investments
  Camas, WA

Other Businesses

--Name of the other business: RANCH PDX --Investment-related? NO --Address of the other business: 1760 NE DEKUM ST, PORTLAND, OR 97211 --Nature of the other business: RESTAURANT --Position, title, or relationship with the other business: BUSINESS PARTNER --Start date of your relationship: 01/31/2017 --Approximate number of hours/month you devote to the other business: ONE TO FIVE --Number of hours you devote to the other business during securities trading hours: 0 --Duties relating to the other business: CONSULT ON BUSINESS DECISIONS AND ASSIST WITH MARKETING

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-24

Other Names

• Mary Katherine Holdener