William Helmer
Investment adviser representative at Fisher Investments
13 yearsExperience
3 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.
- Fisher InvestmentsApr 2022 to now
- Willow Home SchoolSep 2020 to Mar 2022
- YmcaMay 2020 to Sep 2020
- Medical LeaveNov 2019 to May 2020
- Positive AdventuresJul 2017 to Nov 2019
- University of San DiegoSep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
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
- 7579738
- Firm CRD
- 107342