Connor John Welly

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:

Current Employers

Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-08-06
WA	RA	APPROVED	2024-08-06

TX RA
APPROVED_RES

Since 2024-08-06
WA RA
APPROVED

Since 2024-08-06

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

5565 Nw Fisher Creek Dr, Camas, WA 98607 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fisher Investments	Camas	WA	08/2017	01/2024
Wells Fargo	Portland	OR	06/2016	07/2017
Fisher Investments	Camas	WA	07/2024	Present
Unemployed	Sylvania	OH	02/2024	06/2024

08/2017 → 01/2024

Fisher Investments

Camas, WA
06/2016 → 07/2017

Wells Fargo

Portland, OR
07/2024 → Present

Fisher Investments

Camas, WA
02/2024 → 06/2024

Unemployed

Sylvania, OH

Previous Registrations

2017-11-21 → 2024-01-08

Fisher Investments

Plano, TX

Camas, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-11-21

S65 Uniform Investment Adviser Law Examination

2017-11-21

Other Names

Conner John Welly

View on SEC IAPD