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Matthew Carl Kimmich

Fisher Investments

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About Matthew Carl Kimmich

Matthew Carl Kimmich is a registered investment advisor representative with Fisher Investments. Matthew has been with Fisher Investments since 2007 and is registered with the state of Texas. Matthew has a Series 63, Series 65, Series 7 and Series 31. In the past Matthew was employed by FARMERS FINANCIAL SOLUTIONS, LLC, CITICORP INVESTMENT SERVICES, ASSOCIATED SECURITIES CORP. and DEAN WITTER REYNOLDS INC.. Matthew is also the General Partner of BANNER RIDGE FAMILY LP.

Firm Information

Matthew Kimmich is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matthew Kimmich’s Registration & Firm History

TX

02/25/2013 - Present

Fisher Investments (PLANO TX)

CA

02/15/2007 - 05/03/2007

FARMERS FINANCIAL SOLUTIONS, LLC (FREMONT CA)

CA

04/20/2006 - 01/19/2007

CITICORP INVESTMENT SERVICES (ALAMEDA CA)

MA

09/03/1999 - 11/10/2005

ASSOCIATED SECURITIES CORP. (BOSTON MA)

NY

06/23/1997 - 03/02/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 07/11/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 06/20/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Carl Kimmich.
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