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Michael David Klingenberger

Investment adviser representative at Fisher Investments
13 yearsExperience
2 statesRegistered in
$386.7BFirm assets
39 yearsFirm in business

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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

13 years in the industry.

  1. Fisher InvestmentsNov 2025 to now
  2. Michael David MusicMay 2025 to Nov 2025
  3. CitigroupJan 2024 to May 2025
  4. Goldman Sachs & Co LLCJan 2019 to Jan 2024
  5. Indiana UniversityJun 2018 to Dec 2018
  6. Indiana University FoundationAug 2017 to Jun 2018
  7. Insight SecuritiesJun 2017 to Aug 2017
  8. Indiana UniversityAug 2014 to May 2018
  9. Fort Wayne Professional BaseballApr 2013 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
7061035
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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