Inactive

Michael Dean Hosmar

Fisher Investments

Paradise Valley, AZ

CRD 1699664

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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
WY	RA	APPROVED	2025-08-06
TX	RA	APPROVED_RES	2022-02-08
AZ	RA	APPROVED	2002-05-03

WY RA
APPROVED

Since 2025-08-06
TX RA
APPROVED_RES

Since 2022-02-08
AZ RA
APPROVED

Since 2002-05-03

Branch Locations

Paradise Valley, AZ • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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, Inc.	Woodside	CA	02/2002	Present
Zions Investment Securities	Scottdale	AZ	07/2003	Present

02/2002 → Present

Fisher Investments, Inc.

Woodside, CA
07/2003 → Present

Zions Investment Securities

Scottdale, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-03-14
S63	Uniform Securities Agent State Law Examination	1987-09-11

S65 Uniform Investment Adviser Law Examination

2002-03-14
S63 Uniform Securities Agent State Law Examination

1987-09-11

Other Names

Michael D Hosmar

View on SEC IAPD

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