Curtis
Baumann
Fisher Investments
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About this Advisor
Curtis Baumann is a financial advisor operating out of Tampa, Florida with a total of 2 years of industry experience. Baumann is on the advisory team at Fisher Investments. Their career trajectory has included roles at Allianz Global Investors Distributors LLC, Lafayette College, Allianz Global Investors U.S. LLC and Fisher Investments. Baumann maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Fisher Investments is an advisory firm operating out of Plano, TX. The firm has offices in 14 locations and a total of 3,349 employees. It has $192 billion in total assets across its 269,289 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 37 charities and foundations. Of its 269,289 customer accounts, 46% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Fisher Investments has a diverse range of services, including 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 vary depending on which services the firm provides the client. However, fee types charged by Fisher Investments can be comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
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
Curtis Baumann Work History
Curtis has been registered as a financial advisor for 2 years.*
Fisher Investments
Allianz Global Investors U.S. LLC
Allianz Global Investors Distributors LLC
Allianz Global Investors Distributors LLC
Lafayette College
*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 Curtis Baumann 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
Plano, TX
Plano, TX
Tampa, FL
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Westerville, OH
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.
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