Inactive

Dalton Zimmerman

Fisher Investments

CRD 7843527

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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	2024-02-12
WA	RA	APPROVED	2024-02-12

TX RA
APPROVED

Since 2024-02-12
WA RA
APPROVED

Since 2024-02-12

Branch Locations

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

5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
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	12/2023	Present
Adair Homes	Vancouver	WA	03/2020	12/2023
Northwest Priority Credit Union	Portland	OR	09/2019	03/2020
Randstad Staffing	Portland	OR	06/2019	09/2019
Truman State University	Kirksville	MO	08/2016	05/2019

12/2023 → Present

Fisher Investments

Camas, WA
03/2020 → 12/2023

Adair Homes

Vancouver, WA
09/2019 → 03/2020

Northwest Priority Credit Union

Portland, OR
06/2019 → 09/2019

Randstad Staffing

Portland, OR
08/2016 → 05/2019

Truman State University

Kirksville, MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-02-12

S65 Uniform Investment Adviser Law Examination

2024-02-12

View on SEC IAPD

More in Plano, TX

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