Justin
Kolzow
Fisher Investments
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About this Advisor
Justin Kolzow is a financial advisor working out of Tampa, Florida who has 1 year of industry experience. Kolzow is on the advisory team at Fisher Investments. The advisor has gained experience at Fisher Investments, First Tier Performance, Crunch Fitness, Darden, Costco and Minnesota State University Moorhead. Kolzow holds a Series 65 license, designating them as an investment advisor representative, and can work in Florida. Fisher Investments is an advisory company operating out of Plano, TX. It has offices in 14 locations and a total of 3,349 advisors. It manages $192 billion in assets under management across its 269,289 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 37 charitable organizations. Of its 269,289 client accounts, 46% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm offers a number 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. A financial advisor's fees vary depending on which services the firm provides the client. However, fee types charged by Fisher Investments likely include 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
Justin Kolzow Work History
Justin has been registered as a financial advisor for 1 years.*
Fisher Investments
First Tier Performance
Crunch Fitness
Costco
Darden
Minnesota State University Moorhead
Costco
*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 Justin Kolzow 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
Camas, WA
Plano, TX
Camas, WA
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Tampa, FL
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