Mitchel Koch, financial advisor Camas WA

Mitchel Koch

CRD Number: 6677661
Current Firm: Fisher Investments

Mitchel Koch (CRD# 6677661) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Plano, TX Oct 2020 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco, TX Jan 2019 - Jul 2020 1
University Of Alabama Tuscaloosa, AL Aug 2017 - Jan 2019 1
Merrill Lynch Buffalo, NY Jun 2017 - Aug 2017 < 1
University Of Alabama Tuscaloosa, AL Aug 2016 - Jun 2017 < 1
Gnc Tuscaloosa, AL Nov 2016 - Apr 2017 < 1
Merrill Lynch Buffalo, NY Jun 2016 - Aug 2016 < 1
University Of Alabama Tuscaloosa, AL Aug 2015 - Jun 2016 < 1
Ub Orthopaedics & Sports Medicine Buffalo, NY May 2015 - Aug 2015 < 1
University Of Alabama Tuscaloosa, AL Aug 2014 - May 2015 < 1
Williamsville East High School East Amherst, NY Aug 2010 - Aug 2014 4
Panera LLC Williamsville, NY Sep 2013 - Oct 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Mitchel A. Koch
Phone Number: 800-851-8845
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    159,612
    MILLIONS
  • Total Number of Accounts
    166,694
    ACCOUNTS
  • Average Account Value
    $957,512
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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