Michael Patrick Flanagan

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

• 10/2017 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 06/2017 → 09/2017
  The Home Depot
  Plano, TX
• 06/2015 → 04/2017
  The Original Footwear Company
  Morristown, TN
• 04/2018 → 06/2021
  Bank Of America, N.A.
  Dallas, TX
• 06/2021 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2018-02-05 → 2020-03-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
  New York, NY
  Frisco, TX

Other Businesses

the name of the other business; Lawrence Nell LLC whether the business is investment-related; no the address of the other business; Dallas, TX. the nature of the other business; embroidery your position; joint owner title, or relationship with the other business; joint owner the start date of your relationship; 12/20/2026 the approximate number of hours/month you devote to the other business; 0 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I am a co-owner in the business, but I will have virtually zero involvement in the operations of the business itself. The business is embroidery, my wife is going to embroider things for customers and sell them online. The business will advertise entirely via social media and the internet, however my identity and presence as an owner will not be disclosed or discussed at all, and I will have zero involvement in the marketing/advertising for the business. the name of the other business; Stewards of the Wild whether the business is investment-related; No the address of the other business; Dallas, TX 75214 the nature of the other business; 501(C) - Wildlife foundation your position; Advisory Council Member title, or relationship with the other business; Advisory Council Member the start date of your relationship; 01/01/2026 the approximate number of hours/month you devote to the other business; 5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; This is a 501(c)3 entity that aims to drive engagement with the outdoors in Texas in order to increase awareness of conservation issues in young professionals. We do this by hosting an annual fundraising dinner, sponsoring a variety of happy hours, mentored hunting and fishing events, and making donations to conservation organizations throughout the state of Texas.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-02

Other Names

• Michael Flanagan