Ross
Yukolis

Fisher Investments

CRD#1216867
Investment Advisor
in Plano, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ross Yukolis is a financial advisor based out of Plano, Texas with 1 year of industry experience. Yukolis is an employee of Fisher Investments. Throughout their career, Yukolis has worked at Mutual Of Omaha, Mutual Of Omaha Investor Services, Independent Life Agent, Fusionstorm, Eplus, Dimension Data, American United Life, Oneamerica Securities and Fisher Investments. Yukolis maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas and Washington. Fisher Investments is a registered investment business based out of Plano, TX. It has offices in 14 locations and a total of 3,349 employees. It oversees $192 billion in assets under management among its 269,289 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 37 charitable organizations. Of its 269,289 accounts, 46% are held by high-net-worth clients who have at least $1 million in investable assets. The company has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Fisher Investments most likely include asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

6500 International Pkwy Ste 2050
Plano, TX 75093-8222

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

TX Average: $3,042,739,679
Total Number of Employees

3,349

TX Average: 49
Total Number of Accounts

269,289

TX Average: 2,315
Average Account Size

$714,467

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Ross Yukolis Work History

Ross has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fisher Investments

2019 - 2019 (< 1 year)

Mutual Of Omaha Investor Services

2019 - 2022 (3 years)

American United Life

2019 - 2022 (3 years)

Oneamerica Securities

2018 - 2019 (1 year)

Mutual Of Omaha

2018 - 2018 (< 1 year)

Independent Life Agent

2016 - 2017 (1 year)

Fusionstorm

2013 - 2015 (2 years)

Eplus

2006 - 2013 (7 years)

Dimension Data

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ross Yukolis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fisher Investments

Marcel Dumont
Tampa, FL
Melissa Sullivan
Plano, TX
Roma Miller
Plano, TX
Frank Fontanella
Marietta, GA
Patrick Mccormick
Westerville, OH
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Theodore Stern
Plano, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started