Matthew William Baumann
Investment adviser representative at Fisher Investments
Under 1 yearExperience
3 statesRegistered in
CFP® certificationDesignation
$386.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
Under 1 year in the industry.
- Fisher InvestmentsDec 2016 to now
- Creative PlanningAug 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 3 states (AL, CA, TX).
Fisher Investments
Legal name: Fisher Asset Management, LLC
$386.7BAssets managed
199,922Clients
2,984Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5753690
- Firm CRD
- 107342