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Matthew William Baumann

Fisher Investments

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About Matthew William Baumann

Matthew Baumann is a financial advisor with Fisher Investments. Matthew is a Certified Financial Planner, holding the Series 7, Series 63, and Series 65 licenses. Matthew has been in the financial industry since 2011. Prior to joining Fisher Investments, Matthew worked at TD Ameritrade, Inc., Creative Planning, and Fisher Investments. Matthew has experience working with individuals, high net worth individuals, corporations, and other businesses. Matthew specializes in providing financial planning, portfolio management, and portfolio assessment services.

Firm Information

Matthew Baumann 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 Baumann’s Registration & Firm History

TX

02/07/2022 - Present

Fisher Investments (PLANO TX)

NE

11/21/2011 - 03/19/2013

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 11/28/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/11/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew William Baumann.
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