Ross
Mortensen
Fisher Investments
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About this Advisor
Ross Mortensen is a financial advisor based in Plano, Texas who has 1 year of industry experience. Mortensen is an advisor for Fisher Investments. During their career, Mortensen has held roles at First Command Financial Planning, Inc, Falcon School District 49, Widefield School District 3, University Of Nebraska- Kearney, First Command Advisory Services, Inc, First Command Insurance Services, Inc and Fisher Investments. Mortensen has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Fisher Investments is a financial advisory business based out of Plano, TX. It has offices in 14 locations and a total of 3,349 financial advisors. It controls $192 billion in assets between its 269,289 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 37 charities and foundations. Of its 269,289 customer accounts, 46% belong to high-net-worth clients who have at least $1 million in assets. The firm performs a number 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 largely vary depending on which services are offered. Fees billed by Fisher Investments may 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
Ross Mortensen Work History
Ross has been registered as a financial advisor for 1 years.*
Fisher Investments
First Command Financial Planning, Inc
First Command Financial Planning, Inc
First Command Advisory Services, Inc
First Command Insurance Services, Inc
Falcon School District 49
Widefield School District 3
University Of Nebraska- Kearney
*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 Mortensen 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
Camas, WA
Westerville, OH
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
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.
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