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Timothy James Koss

Fisher Investments

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About Timothy James Koss

Timothy Koss is a registered Investment Advisor Representative at Fisher Investments, an investment firm with a wide range of services. Timothy has been in the industry since 2012 and has experience with a variety of financial services firms including VALIC Financial Advisors, Voya Financial Advisors, PNC Investments, and Merrill Lynch. He holds the Series 7, Series 66, and SIE exams. Timothy is experienced in working with high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Timothy Koss 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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Timothy Koss’s Registration & Firm History

TX

01/20/2021 - Present

Fisher Investments (PLANO TX)

TX

12/17/2018 - 02/02/2021

VALIC FINANCIAL ADVISORS, INC. (PLANO TX)

MI

10/04/2016 - 06/18/2018

VOYA FINANCIAL ADVISORS, INC. (Midland MI)

MI

11/02/2015 - 10/25/2016

PNC INVESTMENTS (CHESANING MI)

MI

03/08/2013 - 10/20/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAGINAW MI)

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Licenses & Designations

BOTH

Issued 04/11/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy James Koss.
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