Michael David Logan

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

• 01/2018 → 02/2023
  Td Ameritrade
  Southlake, TX
• 08/2017 → 01/2018
  Unemployed
  Medford, OR
• 02/2016 → 08/2017
  Umpqua Bank
  Rogue River, OR
• 02/2023 → 10/2025
  Charles Schwab & Co., Inc.
  Westlake, TX
• 04/2023 → 05/2024
  Td Ameritrade Inc
  Westlake, TX
• 01/2026 → Present
  Fisher Investments
  Plano, TX

Other Businesses

Landlord - renting out home I own

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-12
• S63 Uniform Securities Agent State Law Examination
  2018-03-25

Other Names

• Mike David Logan