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Justin Kolzow

Investment adviser representative at Fisher Investments
27 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

27 years in the industry.

  1. Fisher InvestmentsJun 2022 to now
  2. First Tier PerformanceAug 2021 to Jun 2022
  3. Crunch FitnessOct 2020 to Oct 2021
  4. CostcoMar 2020 to Oct 2020
  5. DardenDec 2018 to Mar 2020
  6. Minnesota State University MoorheadMay 2018 to Dec 2018
  7. CostcoJan 2017 to May 2018
  8. UnemployedDec 1999 to Jan 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

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
7609892
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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