Mitchel KochCRD 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.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Ameriprise Financial Services, LLC
|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|
Total Assets Under Management159,612MILLIONS
Total Number of Accounts166,694ACCOUNTS
Average Account Value$957,512
- A percentage of assets under your management
- Performance-based fees
- 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
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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